Israel Spiegel is a registered investment advisor at Portfolio Strategies INC Ny, based in Toms River, NJ, with 4 years of industry experience. Israel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,412 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |
PSI's annual investment advisory fee for investment management services is generally based upon a percentage of the market value of the assets under management, and ranges up to 0.98%, annually, and is billed quarterly. Fees may be negotiable.
Fee Estimator
Location
1897 Lakewood Road, Suite 107, Toms River, NJ, 08755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Portfolio Strategies INC Ny
State Registrations2 states
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