Advisor at Portfolio Strategies Inc
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Firm
Portfolio Strategies Inc
Location
Tacoma, WA 98402
Credentials
Series 63
Industry experience
34 years
Andrew Mirkovich is a financial advisor at Portfolio Strategies Inc with 34 years of industry experience. He has been with Portfolio Strategies since 2014 and holds a Series 63 designation. Portfolio Strategies, Inc. provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses an active, model-driven investment approach and manages client assets through various tactical and income-oriented programs, often trading positions multiple times per week.
Based on Portfolio Strategies Inc
Generally between 0.80% and 2.50% annually, negotiable with referring broker-dealer/investment adviser; maximum fee 2.50%
Account minimum: $20,000
621 Pacific Avenue Suite 15
Tacoma, WA 98402
Washington
Portfolio Strategies Inc
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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