Advisor at Portfolio Strategies Inc
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 Strategies Inc
Location
Tacoma, WA 98402
Credentials
Series 63, Series 65
Industry experience
10 years
Michelle Huffman is a financial advisor at Portfolio Strategies Inc in Tacoma, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Portfolio Strategies Inc since 2016. Portfolio Strategies Inc provides discretionary investment advisory services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, primarily through accounts referred by unaffiliated broker-dealers and investment advisers. The firm employs a model-driven, active investment approach and offers multiple tactical and income-oriented strategies, often trading positions several 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
2016 - Present (10 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.
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