Advisor at Portfolio Design Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portfolio Design Services, LLC
Location
River Falls, WI 54022
Credentials
Series 65
Industry experience
5 years
Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.
Based on Portfolio Design Services, LLC
Based on Portfolio Design Services, LLC
Fixed fee up to $20,000 for financial planning
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 per hour for consulting services
Account minimum: $100,000 Fee-only: Fixed fee up to $20,000 for financial planning; $250 per hour for consulting services
122 N. 2 Nd Street
River Falls, WI 54022
Wisconsin
Portfolio Design Services, LLC
2024 - Present (2 years)
Portfolio Design Services, LLC
2020 - 2024 (4 years)
Portfolio Design Services, LLC
2019 - 2020 (1 year)
Tille Family
2006 - 2019 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63
Prescott, WI
Pro Advisors, Ltd. dba R J Pickle Financial Services
CFP®, Series 63
Bayport, MN
Prevail Financial Partners, LLC
CFP®
Ellsworth, WI
808 Investments
Series 63, Series 65
Lake Elmo, MN
Fencl Advisory Services, LLC
CFP®, ChFC®, Series 63, Series 65
Hudson, WI
Leverty Financial Group, LLC
CFP®, ChFC®, Series 63, Series 65
Hudson, WI
Leverty Financial Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")