Portfolio Strategies, Inc. (PSI) offers personalized investment advice to individuals, high-net-worth individuals, trusts, estates, and retirement plans. PSI provides both discretionary and non-discretionary investment management services. PSI creates customized investment strategies based on each client's financial situation, goals, and risk tolerance. PSI primarily invests in equity securities, mutual funds, and exchange-traded funds, but may also use other investments.
Assets Under Management$1B
Clients3,412
Advisors3
Avg. per Client$300K
Avg. per Advisor$340M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
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Estimated Annual Fee
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