It's free and could save you thousands in unnecessary fees and taxes.
Here's what you will receive...
Fee Analysis
How much are you paying in fees? Are there hidden mutual fund expenses and third-party manager fees? Is your advisor receiving commissions with their recommendations?
Portfolio Tax Score
How tax-efficient is your portfolio? Are you lighting money on fire every year by incurring unnecessary taxes?
Risk Metrics
Do you understand the risk and return profile of your portfolio? Are you taking unintended asset class or sector bets? Are you really diversified? Is your portfolio grounded in sound investment principles?
Conflicts Score
Is your advisor always a fiduciary? Are they are a sales person masquerading as an advisor? Do they work for a big Wall Street firm?
What do we need to get started?
Email a summary of holdings or a brokerage statements to . We'll do the rest!
A professional investor will reach out to you to set up a time to review your portfolio.
