INVESTORS PORTFOLIO SERVICES LLC
Puyallup, Washington
5.0
8 Reviews
Investors Portfolio Services LLC, based out of Puyallup, WA, is a small investment advisory firm dedicated to providing top-notch services to its clients. With three highly skilled employees, they offer comprehensive investment advisory services tailored to meet the unique financial goals of their clients.
Drawing from their extensive expertise and industry knowledge, Investors Portfolio Services LLC manages an impressive average of $31,630,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with thei...
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Assets Under Mgmt
$134.71M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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