I offer a comprehensive personal Portfolio 2nd Opinion™ for a flat $995 fee. This service includes a pre-meeting portfolio and financial document review, a one-on-one conversation for up to two hours, and a written letter summarizing my observations and recommendations.
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.
PLEASE NOTE: The wait time for a Portfolio 2nd Opinion™ is about one year due to high demand. Please Contact Me to be placed on the list. I apologize for the delay.
Jon Luskin, CFP®, provides a similar service that includes more financial planning. See Jon’s website at JonLuskin.com for his One-Day Financial Review. Jon is independent from my firm; however, I communicate with him often because I am a paid consultant to his firm.