Portfolio Strategies Inc
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Overview
Portfolio Strategies Inc is a financial advisor company that has its headquarters in Tacoma, Washington. The firm oversees $73.0 million in assets under management over 520 customer accounts. The company has a small group, including 3 financial advisors. Portfolio Strategies Inc does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as equities, options and bonds.
Portfolio Strategies Inc administers all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without needing to seek the client's permission. The company's typical account size is $140,393. An average advisor at Portfolio Strategies Inc oversees about 173 client accounts.
The firm's central office is at 621 Pacific Avenue Suite 15, Tacoma, Washington 98402. The company is legally allowed to provide services to customers throughout 26 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Portfolio Strategies Inc by the Numbers
$73.0 million
5
520
$140.4 thousand
Fee Structure
A financial advisor's fees largely vary depending on which service is provided. However, fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors, investment companies and corporations. Out of its 520 customers, Portfolio Strategies Inc's largest client type by number of accounts is retail investors. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 97.47%
- Corporations - 2.53%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Portfolio Strategies Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Portfolio Strategies Inc
Tacoma, WA
Sammanish, WA
Tacoma, WA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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