Portfolio Assessment & Strategy
Whether you’re managing your own investments or already working with a financial planner it’s a good idea to have an objective financial planner - one who is an independent, fee-only fiduciary - review your investment portfolio.
Share your account statements with us and we’ll provide you with a report that shows your portfolio’s:
Quantitative metrics (your portfolio versus a relevant benchmark)
Annualized total return
Risk as measured by standard deviation
Expenses & fees
Investment next expense ratios
Asset management fee, if applicable
Actions to take after you’ve reviewed the report
This service costs $1,000.