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Portfolio Design Services, Llc
River Falls, Wisconsin
Portfolio Design Services, LLC is a highly reputable investment advisory firm located in River Falls, WI. With a vast portfolio of over 290 individual clients, they oversee an impressive $107,200,000 in assets under management. Catering to both personal and corporate needs, Portfolio Design Services offers comprehensive investment solutions and sound financial advice.
Operating from two offices in River Falls, Portfolio Design Services is well-positioned to serve a diverse range of clients throughout the region. While their expertise extends to managing 401K and individual accounts, these represent less than 30% of their extensiv...see more
Assets Under Mgmt
$107.2M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Portfolio Design Services, Llc
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