Portfolio Review

Ideal for self-directed investors or those who want second opinions on professionally managed accounts.   We review your accounts and determine the best strategy for your whole portfolio based on your goals. We provide an analysis for you to implement on your own.

Bronze
one time
$750
Clients with an employer provided plan and another retirement account.
Time horizon & risk tolerance questionnaire
review & recommendations- up to 2 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
asset allocation/diversification recommendation
30 minute review of accounts
Silver
one time
$1000
Clients with a non-retirement and up to two retirement accounts.
Time horizon & risk tolerance questionnaire
review & recommendations- up to 2 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
non-retirement account review & recommendations- up to 1 account
asset allocation/diversification recommendation
45 minute review of accounts
Platinum
one time
$1500
Clients with up to four retirement & up to three non-retirement accounts.
Time horizon & risk tolerance questionnaire
review & recommendations- up to 4 retirement accounts (Roth, IRA, 401(k), 403(b), TSP, etc.)
non-retirement account review & recommendations- up to 3 accounts
estimated transaction tax implications related to rebalancing
asset allocation/diversification recommendation
60 minute review of accounts
each additional account for review - $50

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

***For clients looking for portfolio management, we offer full service asset management.

***For clients with financial planning needs in addition to investment advice, we offer Financial Planning Packages.

***For clients with less complex needs but still have some financial planning related questions, we offer the Financial Planning Check Up.

Financial Discipline. Freedom.

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