Portfolio Solutions


Portfolio Solutions


Paladin Transparency Index (PTI)


Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: OFA (Online Financial Advisor)
  • URL:
  • Year Established: 1999
  • Headquarters Location: Troy, MI
  • Most Recent Update: 1/4/16

Types of Financial Services

  • Investment Management, Financial Planning

Registration & Licensing

  • SEC: 801-56681
  • CRD: 107774
  • IARD: 107774
  • Disclosures ( None

Contact Information

  • Email:
  • Telephone: 800-448-3550
  • Human Contact: Yes
  • Type of Contact: Email, phone


  • Minimum Asset Requirement: $500,000
  • Minimum Fee: None
  • Free Offer(s): No

Combined Fees

  • Service Initiation Fees: No
  • Annual Fee: .37% for first $3 Million, Balances above $3 Million .20%
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 600
  • Assets (Paid): $1.4B
  • Assets (Free): None

Investment Services

  • Number of Portfolios: Personalized
  • Types of Investments: Index funds, ETF's
  • Investment Managers: DND

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: DND
  • Rebalancing: Yes
  • Account Liquidity: 5-7 days
  • Investor Discretion: No

Additional Information

  • Clearing & Custody: Charles Schwab
  • Mobile Application: No

Paladin Transparency Rating (PTI)

  • 4.0


  • None

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