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 Founded by Rick Ferri in 1999, Portfolio Solutions® is one of the largest independent advisory firms in the country with more than $1 billion in assets. We specialize in creating balanced portfolios of low-cost index funds with a low 0.37% management fee*, keeping more of your money at work for you.

If you have more than $500,000 dollars to invest, Portfolio Solutions® can help you develop an investment portfolio using low-cost index and exchange-traded funds (ETFs) to capture market-level returns at the lowest possible cost. 

*Portfolio Solutions® charges a management fee of 0.37% on the first $3 million in assets under management, and 0.20% for assets greater than $3 million.  For accounts with less than $1 million, a $925 quarterly fee is charged in lieu of the 0.37% management fee.

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Call us at 1-800-448-3550

Visit us at PortfolioSolutions.com

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