PLEASE NOTE: The waitlist for new client consultations now extends into 2026. Please complete the CONTACT page information before March if you wish to be added. The list will close in March and remain closed for an indefinite period.
Portfolio 2nd Opinion™ is a concentrated personal financial overview that’s done in one day. The service includes a pre-meeting review of financial documents and investment portfolio, a one-on-one discussion with me for up to two hours, and a written letter summarizing our meeting and my recommendations. The fee for this one-time consultation is $995. There’s no requirement for follow-up appointments. Any additional time is up to you.
The goal of a Portfolio 2nd Opinion is to improve your overall financial situation and to help make your portfolio simpler, cheaper, and more tax-efficient. During the consultation, we discuss your goals, family needs, taxes, asset allocation, fees and expenses, tax management, individual investments, adding to your investments and distributing from them in a tax-efficient manner, and much more.
The $995 fee is due after receiving the written summary of the consultation. There are no ongoing fees, asset management fees, or retainers. Clients who choose to return for additional time pay $450 per hour after each consultation.
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 worked with Jon as an adviser to his firm for several years.