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
Roanoke, VA
Credentials
Series 63, Series 65, Series 66
Industry experience
39 years
Bruce Swanson is a financial advisor at Portfolio Design Services, LLC in Roanoke, VA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He has been with Portfolio Design Services since 2004, spanning multiple firm iterations over nearly two decades. 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 operates as a fee-only fiduciary, emphasizing ongoing advisory relationships and employing diversified portfolios guided by Modern Portfolio Theory with tailored model structures based on client risk tolerance.
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
Roanoke, VA
Virgin Islands · Virginia · Wisconsin
Portfolio Design Services, LLC
2024 - Present (2 years)
Portfolio Design Services, LLC
2021 - 2024 (3 years)
Portfolio Design Services, LLC
2004 - 2021 (17 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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