Portfolio Solutions LLC

Portfolio Solutions LLC

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900 Wilshire Drive Suite 200

Troy, MI 48084-1664

248-689-1550

portfoliosolutions.com/

No. advisers: 14

AUM: $1,355,347,120

Asset Breakdown

Staff
Employees 14
Clients
High-net-worth individuals 51-75%
Financial planning clients 11-25
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,355,347,120 1,774 $764,006
Non-discretionary 0 0 $0
Total $1,355,347,120 1,774 $764,006

New rate environment challenges DB plan sponsors

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Competition among TAMPs heats up

August 31, 2019 - "Poor man want to be rich; Rich man want to be king. And a king ain't satisfied, till he rules everything." Those words from Bruce Springsteen's 1978 single "Badlands" resonate with Jud Bergman, chairman and CEO of Envestnet, as he considers the landscape...

Cetera, Allianz and Capital Group partner on retirement income technology

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American Century taps DFA vets for new factor-based business

June 26, 2019 - If there was any doubt about American Century Investments' commitment to its expansion into the exchange-traded funds space, the $168 billion asset manager has put those doubts to rest with the launch of Avantis Investors. The new Los Angeles subsidiary...

Raymond James helping advisers offer new retirement expertise

February 7, 2018 - People are living longer than ever and many retirees aren't prepared for the increased challenges and expenses they will face during all those extra years. Financial advisers often feel ill-equipped to help them, but there are tools that can help them...

Five financial resolutions your clients will keep

January 3, 2018 - For many of us, the making — and breaking — of New Years' resolutions is an annual, time-honored tradition. Investment habits almost always make the list. Well-intentioned clients promise that from now on they're going to invest regularly, read their...

Morgan Stanley creates its own robo-adviser

December 4, 2017 - Morgan Stanley is trying to get down with the kids. The banking and wealth management powerhouse is starting a new digital investment platform for clients with as little as $5,000 to invest, according to a statement from the company on Monday. Morgan...

Why your portfolio may have too much equity risk (Hint: It's your bonds)

October 12, 2017 - Industry-wide calls for interest rates to rise over the past five years may be inflicting an unintended toll on portfolios: Many are overexposed to equity and equity-like risk, with little to offset it. When the Fed dropped its target short-term interest...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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