Psc Financial LLC

PSC Financial, L.L.C. is a registered investment adviser established in March 2014, located in Bloomington, Minnesota. The firm manages $129,103,050 of assets under management on a discretionary basis. PSC Financial offers financial planning, consulting, and investment management services. Clients must enter into written agreements setting forth the terms before receiving advisory services. The firm combines business acumen with client care, aiming to understand and exceed client expectations. Investment portfolios are primarily allocated among various mutual funds, ETFs, individual securities, and other investment options based on client objectives. PSC Financial may recommend additional services and engage Independent Managers to manage client assets. The firm charges fees based on assets under management, ranging from 0.50% to 1.50% annually. Clients have discretion over decision-making, and the firm does not impose a minimum account size. PSC Financial uses fundamental and technical analysis for investment decisions, with a focus on long-term and short-term strategies. The firm discloses no disciplinary events, offers services to various client types, and does not engage in performance-based fees. Tracy J. Torland and Howard E. Pakola are key personnel at the firm, both holding the CFP® designation and serving as registered representatives of LPL Financial. Tracy J. Torland's activities are supervised by Howard E. Pakola.