Portfolio Design Services, LLC

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Client assets under management

$117,177,447

Clients

253

8% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$463,152

About

Portfolio Design Services, LLC provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients, trusts and estates. Its offerings include ongoing portfolio management, standalone or fixed-fee financial plans, and serving as an ERISA 3(38) investment manager for qualified retirement plans.

The firm customizes investment strategies to each client’s goals, time horizon and risk tolerance, using equities, fixed income, mutual funds and ETFs and employing fundamental, technical and cyclical analysis; accounts are typically managed on a discretionary basis with quarterly reviews and rebalancing as needed. Financial plans are delivered within stated timelines contingent on client documentation, and ERISA plan services include investment policy development, selection and monitoring of plan options and participant education (provided as non‑fiduciary education when applicable).

Noteworthy aspects include the firm’s willingness to accept sole discretionary 3(38) fiduciary responsibility for plan menus, its stated practice of not voting client proxy materials (clients receive and vote proxies directly), and its use of recommended custodians that provide institutional research, trading and operational support. The firm also documents limited custody arrangements for fee deduction and third‑party transfer authorizations and offers fixed‑fee planning engagements with a published upper fee cap.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee up to $20,000 for financial planning

Percentage

$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%

Project-based

$250 per hour for consulting services

Other

Account minimum: $100,000 Fee-only: Fixed fee up to $20,000 for financial planning; $250 per hour for consulting services

Main office location

Portfolio Design Services, LLC

122 N. 2 Nd Street

River Falls WI 54022, United States

Number of offices

Most active in

California · Colorado · Florida · Illinois · Minnesota · Texas · Virgin Islands · Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 715-629-9095

Advisors at this firm

Bruce S

Series 63, Series 65, Series 66

Roanoke, VA

Portfolio Design Services, LLC

Bruce Swanson is a financial advisor at Portfolio Design Services, LLC in Roanoke, VA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He has been with Portfolio Design Services since 2004, spanning multiple firm iterations over nearly two decades. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizing ongoing advisory relationships and employing diversified portfolios guided by Modern Portfolio Theory with tailored model structures based on client risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired

Angela T

Series 65

River Falls, WI

Portfolio Design Services, LLC

Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired

Bradley O

Series 65

River Falls, WI

Portfolio Design Services, LLC

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired

Tonya S

Series 63, Series 65

Christiansted St. Croix, VI

Portfolio Design Services, LLC

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired

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