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About Portfolio Solutions

Portfolio Solutions, LLC is a fee-only investment advisor founded in 1999. Our mission is to bring low cost investment management to individual investors and small institutions across the country. The firm is registered and regulated by the U.S. Securities and Exchange Commission (SEC).  Portfolio Solutions is authorized to conduct business in 50 states and in all U.S. territories.

Fees matter! That includes investment advisor fees. The more you pay your advisor, the less you will earn in return. The advice marketplace for individual investors and small institutions is dominated by high cost brokerage firms and insurance companies that sell commission products, and fee-only investment advisors that charge on average of 1% per year of assets. Those are costly options.

Astute investors seek a cost effective investment advisor and Portfolio Solutions is the alternative to the high cost structure of the investment advice industry. Mostly through word of mouth, Portfolio Solutions has grown in size from 30 clients and $50 million of client assets under management in 1999 to over than $800 million of client assets under management for over 400 clients in 2008.  Clients include individual investors, family estates, endowments, foundations, and small to medium size business pension plans.  

Contact us today to learn how you can benefit from low-cost portfolio management.