PLEASE NOTE: Due to unprecedented demand for reviews, my calendar for new clients is booked until September. You may be added to my waitlist by completing the Contact page, or as an alternative, see Jon Luskin’s information below for his services.
I offer an intensive one-time personal finance review called a Portfolio 2nd Opinion™ for a fixed $995 fee. As-needed advice is available to clients thereafter for $450 per hour. There are no ongoing asset management fees, retainers, or subscription fees. You pay only for the time used.
About half of the people using my services are do-it-yourself (DIY) investors seeking confirmation and validation. The other half are transitioning to DIY after firing an adviser who overcomplicated their portfolio and charged too much.
The Portfolio 2nd Opinion™ includes a pre-meeting document and portfolio review, a two-hour phone consultation where we’ll discuss your financial goals, family needs, tax planning, asset allocation, asset location, specific individual investments, distributions in retirement, legacy planning, and more. After the consultation, I’ll provide a written summary of our conversation to include my observations and recommendations. People find this service a good value because their questions are answered and documented under one low fee.
Unfortunately, there is a waitlist for a Portfolio 2nd Opinion™ appointment and that extends into the fall. I apologize for the delay. I can place you on a waitlist and offer a free one-on-one 15-minute introductory call with me in the next few months to briefly discuss your situation. Please send a request through my Contact Page. You’ll be able to book a Portfolio 2nd Opinion™ after the 15-minute introductory call.
Alternatively, Jon Luskin, CFP®, provides a similar service at a competitive fee (see Jon’s website at JonLuskin.com). He is available for consultations, usually within one month. Jon is independent of my firm, and I provide business consulting services to his firm.
These fiduciary services are for individual investors, trustees of family wealth, and fiduciaries who oversee retirement plans or the investment accounts of non-profit organizations. My services are only available in the US and for US citizens living abroad. Please note that we are not CPAs, estate planning attorneys, or insurance agents. Clients often consult with those professionals after our consultation.
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*The $995 rate starts April 1, 2022. The fee prior to that date is $925; however, all consultation times are booked.