Portfolio Advisory Council offers financial planning and investment management services. They specialize in retirement income planning and business retirement plans. They focus on client service and objective investment advice, using a growth and income approach to help clients achieve their financial goals. They construct portfolios with mutual funds, ETFs, stocks, bonds, options, and REITs.
Assets Under Management$470M
Clients542
Advisors7
Avg. per Client$860K
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
For accounts over $1 million, the fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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