Top financial advisors in Puyallup, WA
We’ve curated a list of the best financial advisors in Puyallup, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$132,174,984
Number of advisors
3 advisors
| $132,174,984 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Puyallup, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Puyallup. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Investors Portfolio Services LLC
Investors Portfolio Services LLC, established on October 16, 2012, by Frank V. Gallo, offers asset management services on a discretionary and non-discretionary basis. The firm constructs and manages stock, bond, and mutual fund portfolios tailored to client goals. Investment advisory services are personalized based on individual needs and objectives, with clients directly involved in the strategy. Clients may impose restrictions on investments, and the firm participates in Altruist LLC's Model Marketplace. The firm may hire Sub-Advisors to manage client assets, with full discretion to hire and fire as deemed suitable. The firm provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary or ERISA 3(38) investment manager. Financial planning and consulting services are available, with fees ranging from $1,500 to $5,000 on a fixed fee basis. The firm also offers tax preparation services using Ultra Tax Software. Clients have the option to engage in discretionary or non-discretionary accounts, with the firm providing quarterly account reviews. Frank V. Gallo, the principal owner, holds a Bachelor of Science in Business/Economics and is a CERTIFIED FINANCIAL PLANNERTM. He has extensive experience in the financial industry and is also involved in other business activities, including insurance sales and tax preparation. Clients are encouraged to contact Frank for any questions regarding the firm's practices and services.
$132,174,984 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Puyallup, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Puyallup. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.