ADVISOR SERVICES, INC.

Overview

Advisor Services, Inc. is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients, along with small-business owners. The firm acts as a capital allocator: its advisory work includes financial planning, discretionary portfolio management, and the selection of third-party advisers and managers. It also operates as an insurance broker, which explains a fee mix that includes a percentage of AUM, hourly charges and the potential for commissions. Investment activity shows a clear preference for equities as the core portfolio exposure. Public, exchange-listed securities are the dominant holding type, and the firm pairs that liquidity with allocations to mutual funds and externally managed alternative strategies. Advisor Services, Inc. does not position itself as an active ESG investor and it currently reports operations confined to a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices