The Next Step

Who Should Contact Us

Portfolio Solutions clients live throughout the 50 states. They are individual investors, family estates, pension funds and non-profit organizations. People who hire Portfolio Solutions:

1. Believe that low-cost passive investing is winning long-term strategy.
2. Desire that a professional design, implement and maintain their portfolio.
3. Have an account value large enough to warrant hiring our firm.

There is no minimum portfolio that we manage. However, there is a $500 per quarter minimum fee per relationship. As such, $800,000 is the minimum client relationship to receive the 0.25% fee. Relationships of lesser amounts pay a $500 per quarter flat fee in lieu of the 0.25% fee.

Request an Email Information Package

An Email Information Package includes links to various documents including a basic questionnaire that is used to write an Investment Proposal. Go to the Contact page or email us directly at info@portfoliosolutions.com to request a package. You can also call our toll-free number at 800-448-3550 and request to speak with a representative.

Requesting an Investment Proposal

We are happy to write an Investment Proposal for qualified investors. Before a proposal is requested, please have a complimentary phone consultation with a Portfolio Solutions representative to ensure that your needs can be met by our services. Then complete and send the questionnaire that is part of the Information Package. We will use the information gathered from the conversation and the questionnaire to write a proposal.

There is no obligation to receive a proposal. However, only through long-term client relationships are we able to keep our management fees low. We reserve the right not to write a proposal if we believe a person is either not financially qualified or is not genuinely interested in a long-term management relationship.

Working with a Financial Planner or Consultant

Several individual clients hire a fee-only financial planner to assist them with their overall financial planning needs. In addition, many non-profit organizations and pension funds hire consultants to assist with asset allocation and other decisions. We are happy to work with your planner or consultant directly or indirectly as part of our portfolio management services. Please have them contact us for a separate Advisor Package.

Ensure your planner or consultant is aware that we do not pay referral fees, finder fees, soft-dollar fees, or split our fee. It is your sole responsible to compensate your planner or consultant separately.