P
Portfolio Allocators LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$0
About
Portfolio Allocators LLC serves a small roster of individual clients and a charitable foundation, providing tax consultation and related advisory services tied to clients’ investment portfolios. The firm does not provide direct portfolio management; instead it makes referrals to a curated list of unaffiliated investment advisors when clients request investment management.
PA does not give advice on specific securities, accept discretionary authority, maintain custody of client assets, or vote client securities; clients select and contract directly with the unaffiliated advisors they choose. The firm advises clients about investment risk and coordinates tax-related matters for portfolios, with tax consultation fees paid through or arranged with those third‑party advisors.
The firm is structured as an accounting-affiliated advisory practice: the principal also operates a separate CPA accounting practice and holds CFP and CPA credentials, and the advisory activity is focused on tax consulting rather than traditional advisory services. It is uncommon among independent advisory firms to operate primarily as an accounting-affiliated referral and tax-consulting entity, to serve a charitable foundation client, and to not use a percentage‑of‑assets fee model.
Client services
Financial planning
Educational seminars or workshops
Referrals to other advisors
Expertise
General tax planning
General estate planning guidance
Main office location
Portfolio Allocators LLC
Saratoga Springs NY, United States
Number of offices
1
Most active in
Portfolio Allocators LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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.
Forms ADV
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