Portfolio Review

DIY investing is a life-long journey, and it’s important to have help along the way. If you need help with anything - from a check in to a complete overhaul - we’re here for you. Here are a few things we often discuss during a portfolio review:

• Review your existing portfolio

• Identify ethical red flags

• Suggest lower cost options

• Portfolio diversification

• Tax optimization

• Automating the rebalancing process

We charge an hourly rate on a sliding scale based on how much money you're investing. You'll get the same outstanding service no matter what you pay.

Hourly Rate

$300-$750 based on sliding scale