PORTFOLIO DESIGN SERVICES, LLC

RIASEC RegisteredEst. 2014

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$585K

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: RIVER FALLS, Wisconsin
CRD number: 131506
Registered since: November 13, 2014
Website: pdsadvisers.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.52%
Individuals29.74%
Pension & Profit Sharing Plans21.56%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Portfolio Design Services, LLC is an independent registered investment adviser formed in 2014 and organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. Its compensation mixes assets‑under‑management fees with hourly and fixed‑fee arrangements. The adviser is listed as not being a capital allocator and is not identified as an active ESG investor on its filing.