Investors Portfolio Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$237,133,578
Clients
289
Advisors
3
of 3 employees
About
Investors Portfolio Services LLC provides discretionary and non‑discretionary investment supervisory services to individuals, high‑net‑worth clients, trusts, charities and qualified retirement plans, and also offers financial planning, tax preparation, and periodic educational seminars and workshops. The firm additionally serves as an ERISA 3(21) fiduciary and can act as a 3(38) investment manager for retirement plans, delivering managed accounts and plan‑level advisory services.
The firm constructs portfolios based on documented Investment Policy Statements, monitors holdings on a security‑by‑security basis, and may implement strategies using third‑party models and sub‑advisors. For implementation it uses technology and platforms such as the Altruist model marketplace and Altruist One subscription options, and may employ direct indexing via the Brooklyn platform; where appropriate and consistent with client objectives it also discloses the potential use of derivatives including options and box spread strategies in separately managed accounts.
Compared with many peers, the firm’s operating model pairs a small advisory team with about $239 million in assets under management while offering a broader set of ancillary services—tax preparation using UltraTax, estate planning via Wealth.com, in‑person classes and workshops, and technology features such as Redtail Speak for compliant texting and AI‑assisted meeting notes. The combination of direct indexing, potential derivatives use in SMAs, and ongoing client education is less common among similar supported firms and may affect suitability and implementation complexity for prospective clients.
Client services
Expertise
Occupation focus
Fee options
Basic Financial Plan: $1,500; Advanced Planning: $2,500
$1 - $499,999.99: 1.00% per year of Managed Assets $500,000 - $749,999.99: 0.90% per year of Managed Assets $750,000 - $999,999.99: 0.80% per year of Managed Assets $1,000,000 - $2,999,999.99: 0.75% per year of Managed Assets $3,000,000+: 0.50% per year of Managed Assets
$200 to $500 per hour for financial planning and consulting services; $100 to $400 per hour for tax preparation services
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly rates from $200 to $500; tax preparation hourly rates from $100 to $400
Main office
2832 South Meridian, Suite 201
Puyallup WA 98373
Advisors at this office
3
Most active in
Arizona · Texas · Washington
Also doing business as
Frank Gallo & Associates · Frank V. Gallo · Frank V. Gallo & Associates · Gallo, Frank Vincent · Gallo, Frank, Vincent · Investors Portfolio Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Frank G
CFP®, Series 63
Puyallup, WA
Investors Portfolio Services LLC
Frank Gallo is a CFP® with 34 years of experience in financial services, currently affiliated with Investors Portfolio Services LLC. He has held positions at multiple firms, including Fortune Financial Services, United Planners Financial Services, and FMT Solutions. Outside of advisory work, he acts as trustee of the Joan M Gallo Trust and prepares federal tax returns. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm integrates portfolio construction based on Investment Policy Statements with technology-driven implementation and offers tax preparation, estate planning, and educational seminars.
Thomas B
CFP®, CFA®, Series 66
Puyallup, WA
Investors Portfolio Services LLC
Thomas Bowman is a CFP® and CFA® with 10 years of experience in the financial services industry. He is currently affiliated with Investors Portfolio Services LLC and has held roles at TJB Advisory LLC and Fortune Financial Services, Inc. Bowman serves as treasurer for the Kiwanis Club of Puyallup Foundation, a nonprofit organization. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm also offers financial planning, tax preparation, and educational seminars, utilizing a range of technology platforms and strategies including direct indexing and potential derivatives use in separately managed accounts.
Noah F
Series 65, Series 66
Puyallup, WA
Investors Portfolio Services LLC
Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.
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