Portfolio Design Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,236,675
Clients
258
Advisors
4
across 3 offices
About
Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates. The firm also works with qualified retirement plans and can serve as an ERISA 3(38) investment manager for plan sponsors.
Portfolios are tailored to each client’s goals, time horizon, and risk tolerance and are constructed using equities, fixed income, mutual funds and ETFs; the firm employs fundamental, technical and cyclical analysis in security selection. Accounts are generally managed on a discretionary basis, with clients able to impose written investment restrictions and receive periodic reviews.
Notable distinctions include the firm’s explicit ERISA 3(38) plan-management capability—providing selection, monitoring and replacement of plan investment options and participant education—and its practice of excluding certain illiquid or employer securities from plan mandates. The firm is a small advisory team managing roughly $160 million, is deemed to have custody only through fee deduction and third‑party standing letters of authorization (with controls to meet the custody exception), does not vote client proxies, and receives custodial economic benefits such as research and trading support from recommended custodians.
Client services
Expertise
Fee options
Fixed fees up to $20,000 for financial planning
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 per hour for consulting services
Account minimum: $100,000 (may be lowered or waived at firm discretion) Fee-only: Fixed fees up to $20,000 for financial planning, hourly rate of $250 per hour for consulting services
Main office
See office122 N. 2nd Street
River Falls WI 54022
Advisors at this office
2
Offices (3)
Most active in
California · Colorado · Florida · Illinois · Minnesota · Texas · Virgin Islands · Virginia · Wisconsin
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.
Advisors at this firm
Bruce S
Series 63, Series 65, Series 66
Roanoke, VA
Portfolio Design Services, LLC
Bruce Swanson is a financial advisor with Portfolio Design Services, LLC, holding Series 63, 65, and 66 credentials and bringing 40 years of industry experience. His work history includes over two decades at Portfolio Design Services and a brief tenure at ValMark Advisers, Inc. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a customized investment approach using equities, fixed income, mutual funds, and ETFs, with fundamental, technical, and cyclical analysis, and offers ERISA 3(38) plan-management services for plan sponsors.
Angela T
Series 65
River Falls, WI
Portfolio Design Services, LLC
Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.
Amy G
Series 65
Orlando, FL
Portfolio Design Services, LLC
Amy Gausz is a financial advisor at Portfolio Design Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Portfolio Design Services, she was involved with Gausz Solutions LLC and PULAU Corporation. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a tailored investment approach using equities, fixed income, mutual funds, and ETFs, and offers ERISA 3(38) plan-management services.
Bradley O
Series 65
River Falls, WI
Portfolio Design Services, LLC
Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.
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