Portfolio Advisors, INC.

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Assets Under Management

$224.3M

Number of Clients

239

Number of Advisors

Average Client AUM

$938K

AUM per Advisor

$112.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Portfolio Advisors, Inc. provides non-discretionary investment advisory services based on a percentage of assets managed. They may recommend third-party managers. Financial planning and consulting are offered on a fixed fee or hourly basis. They also offer one-time project-based financial planning and estate settlement services.

Fee Structure

Minimum Annual Fee:$3,500

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Location

7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799

2 Advisors at this firm

CFP

Andrew James Mojica Flores

CFP