I offer a comprehensive personal Portfolio 2nd Opinion™ for a flat $995 fee. The service includes a pre-meeting review of financial documents, a one-on-one conversation for up to two hours, and a written letter summarizing our discussion and my recommendations.
PLEASE NOTE: Due to high demand, new clients are experiencing up to a one-year delay for a Portfolio 2nd Opinion™. Please use the CONTACT page to be placed on the waitlist.
The goal of a Portfolio 2nd Opinion is to improve your financial situation by making your portfolio simpler, cheaper, and more tax efficient. During the consultation, we discuss your goals, family needs, taxes, portfolio asset allocation, fees and expenses, tax management, individual investments, adding and distributing funds, and more.
This is a one-time service for a one-time fee, which you pay after the consultation. There are no ongoing fees, asset management fees, pre-paid retainers, or subscription fees. Clients who return for additional consultations after their Portfolio 2nd Opinion pay $450 per hour, and the hour is pro-rated for calls lasting less than one hour.
This fiduciary service is for individual investors, trustees of family wealth, and individuals and committees that oversee retirement plans or non-profit organization accounts. My services are only available in the US and for US citizens living abroad. Please note that I am not a CPA, estate planning attorney, or insurance specialist. Most clients consult with those professionals in addition to my service.
Other hourly advisers might have better availability. An extensive list is available at Advice Only Network. Consider Jon Luskin’s comprehensive one-day financial review at JonLuskin.com. I am one of Jon’s industry advisers and have worked with him for several years.