Are you getting value for the fee you are paying?
Get a Free Portfolio Review to see the true fees you are paying, the underlying funds performance, and if they are outperforming benchmarks
Example Portfolio Review
The Portfolio Review Process
- Let us know you are interested (button below)
- Take the risk score questionairre to determine your personal risk tolerance
- Provide Portfolio statements via secure portal
- Our planning team with review & analyze.
- We will record a short overview of our findings.
- Optional: Meeting to discuss more detailed findings and recommendations.
Risk
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How much risk do you want?
We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.
How much risk do you have?
If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.
How much value are you getting?
We’ll look at the advisor fees, the fund fees, and the performance of the portfolio and present you with the information so you can decide.