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

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



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

$750

Up to 2 accounts

1 account

30-minutes

Gold


Clients with up to three retirement & up to two non-retirement accounts.


$1,000

Up to 3 accounts

Up to 2 accounts


45-minutes

Platinum 


Clients with up to four retirement & non-retirement accounts.


$1,200

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.

Financial Discipline. Freedom.

Schedule a Consultation