Portside Wealth Group is a registered investment advisor offering portfolio management and financial planning services. For portfolio management, they make investment decisions for you, but you can set some restrictions. Financial planning covers a range of topics to help you manage your financial resources and achieve your goals. They may also recommend other advisors to manage your portfolio.
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.