PLEASE NOTE: My availability for a new client consultation is very limited. Other advice-only advisers may have more availability. If you wish to join my waitlist, please send your information through the CONTACT page. I apologize for the delay.
The Portfolio 2nd Opinion™ is an intense two-hour personal financial consultation for a flat $995 fee. The service includes a pre-meeting review of your financial documents and investments, a one-on-one discussion with me for up to two hours, and a written letter summarizing our meeting and my recommendations.
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 is 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.