Portfolio Wisdom
Portfolio Wisdom (CRD# 150730) is a financial advisory firm headquartered in , . They manage $2,817,733 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Portfolio Wisdom
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$281,773
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Portfolio Wisdom
No Advisor Found.
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