Investors Portfolio Services LLC

RIASEC RegisteredEst. 2021

Total AUM

$239M

Discretionary

$238M

99% of AUM

Avg account

$288K

Accounts

830

Employees

Advisory reps

Firm details

Headquarters: Puyallup, Washington
CRD number: 117299
Registered since: April 2, 2021
Website: investorsportfolioservices.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.31%
Individuals32.97%
Charitable Organizations0.47%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investors Portfolio Services LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, and positions itself as a capital allocator that places client capital with external managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, plus educational seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM model alongside fixed-fee and hourly options. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state adviser. It maintains a mix of discretionary and non-discretionary relationships but the bulk of assets are managed on a discretionary basis.