Portfolio Review

Who Would Benefit From A Portfolio Review?

Ideal for self-directed investors or those who want second opinions on professionally managed accounts.
We review and analyze your accounts and provide the best strategy for you to implement on your own.

WE EVALUATE AND PROVIDE RECOMMENDATIONS BASED ON:

  • Investment timeline

  • Risk tolerance

  • Asset allocation

  • Account type

  • Transaction costs of rebalancing (capital gains/losses)

  • Underlying fees

Service Packages

Service

One-Time Price Our list of services:

  • Time horizon & risk tolerance analysis
  • Asset allocation/diversification plan
  • Retirement accounts review & recommendations
  • Non-retirement accounts review & recommendations
  • Estimated transaction taxes & costs
  • Review & recommendations meeting

Silver Plan

$750 Clients with up to two retirement & one non-retirement accounts .

  • Up to 2 accounts
  • 1 account
  • 30 Minutes

Gold Plan

$1,000 Clients with up to three retirement & up to two non-retirement accounts.

  • Up to 3 accounts
  • Up to 2 accounts
  • 45 Minutes

Platinum Plan

$1,200 Clients with up to four retirement & non-retirement accounts.

  • Up to 4 accounts
  • Up to 4 accounts
  • 60 Minutes

***These services are for clients with solely portfolio review inquiries and does not provide a comprehensive financial plan.

Book A 30 Minute FREE Consultation!

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.
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