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Portfolio Design Services, LLC

Headquartered in RIVER FALLS, WI

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Firm Information

Portfolio Design Services, LLC is an investment advisor registered with the SEC. The firm, located in River Falls, WI, manages approximately $138,231,769 in assets for 508 clients. Their services include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm serves high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.

Portfolio Design Services, LLC

122 N. 2ND STREET

RIVER FALLS, WI 54022

$138.23M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

PORTFOLIO DESIGN SERVICES, LLC has a total of 3 branch locations across the country.
location

RIVER FALLS, WI

location

Christiansted St. Croix, VI

location

ORLANDO, FL

Advisors at Portfolio Design Services, LLC

View All 4 Advisors
Unclaimed
Angela Kay Tille

RA

RIVER FALLS, WI

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Tonya Ann Swinnea

RA

RIVER FALLS, WI

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Bruce David Swanson

RA

RIVER FALLS, WI

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Unclaimed
Bradley Cole Olson

RA

RIVER FALLS, WI

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Unclaimed
John Michael Cummins

CFC®, RA

ORLANDO, FL

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Disclosures

There are no public disclosures for Portfolio Design Services, LLC.

Frequently Asked Questions (10)

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