Portfolio Management

Name

Portfolio Management

Legal name

Portfolio Management, LLC

Website

https://portmgmt.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Fee-only advisory
• Wealth management
• Investment management
• Fiduciary financial planning
• Retirement planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fee-only Asset Management: Standard annualized management fee of 1% of the value of an account, discounted for larger accounts. Additional lower cost model portfolio programs available. No upfront or back-end fees. Pay-as-you-go service with no contract lock-in periods.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Portfolio Management, LLC is a fee-only fiduciary registered investment advisor that builds and manages diversified portfolios of stocks, bonds, ETFs, and no-load mutual funds for individuals and organizations. Most portfolios are custom-designed for each client's unique needs, circumstances, and objectives, with lower-cost model portfolio programs available as an alternative. The firm manages approximately $152 million in client assets under a standard 1% annualized AUM fee.

Product overview

Portfolio Management, LLC is a fee-only fiduciary financial advisory firm offering two interconnected service tiers: custom-designed portfolios and lower-cost model portfolio programs. The core offering builds and manages diversified portfolios of stocks, bonds, ETFs, and no-load mutual funds tailored to each client's unique needs, circumstances, and objectives. The standard annual management fee is 1% of account value with discounts available for larger accounts. Clients are not locked into contracts and pay-as-they-go with no upfront or back-end fees. The firm currently manages approximately $152 million in client assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom Portfolio Management
• Model Portfolio Programs

Quantifiable outcome

• Approximately $152 million in assets under management

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Charles SchwabcoreOthersCharles Schwab serves as the independent custodian for the majority of client managed accounts. This partnership provides client asset custody and account administration services, allowing Portfolio Management to focus on investment management while Schwab handles operational infrastructure.

Scale indicators3 records

Recent moves6 records

Expansion highlights3 records

Others

• Betterment: Leading robo-advisor offering automated, low-cost diversified portfolios and financial planning tools. Targets the same retirement-saving and wealth-building clients as Portfolio Management, but competes via a fully digital, low-fee model.

Emerging players

• Personal Capital (Empower Personal Dashboard): Tech-driven wealth management service combining digital tools with human advisors for portfolio management and planning. Comparable client segment and fiduciary portfolio management, differentiated by proprietary technology and analytics.
• Facet Wealth: Tech-enabled, flat-fee RIA delivering personalized financial planning and portfolio management to mass-affluent and HNW clients digitally. Overlaps with Portfolio Management on target client and fiduciary service, but competes via a digital-first delivery model.

Direct peers

• Carson Wealth (Carson Group): Fee-based RIA serving individuals and families with personalized financial planning and portfolio management. Comparable in client segment, fiduciary orientation, and custom-portfolio approach.
• Buckingham Strategic Wealth: Fee-only, fiduciary RIA serving individuals and families with customized portfolios and financial planning. Highly comparable in service model, fee structure, and target client base to Portfolio Management, LLC.
• Mariner Wealth Advisors: National fee-only RIA providing customized portfolio management, financial planning, and wealth advisory services. Overlaps directly with Portfolio Management on client base, fee model, and custom portfolio design.
• Creative Planning: Large fee-only RIA offering customized portfolio management, financial planning, and wealth advisory services to individuals and families. Same fiduciary, AUM-based fee model and core service mix as Portfolio Management.

Broad incumbents

• Fisher Investments: Large fee-based investment advisor primarily serving high-net-worth individuals and institutions with managed portfolios. Comparable business model and AUM-based fee structure, though far larger and more institutionally focused.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering personalized portfolio management and financial planning to individuals. Operates broadly in the same fee-based, fiduciary wealth management space as Portfolio Management, but at much larger scale.
• Charles Schwab Wealth Advisory: Schwab's own discretionary and advisory wealth management services for retail clients. Directly comparable in asset allocation and portfolio management offerings, and particularly relevant given that Portfolio Management relies on Schwab as its primary custodian.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Portfolio Management