Independent Portfolio Reviews

If you currently manage your money or use a different adviser, you might have doubts or questions. Or perhaps you are just looking for a second opinion on your investment portfolio. You have come to the right place. 

Independent portfolio reviews are for investors who want an objective, unbiased assessment of their portfolio's performance and potential. Independent portfolio review services can include: 

  • Deep Dive: Your FEE-ONLY financial adviser will take a deep dive into your investment portfolio to assess its performance, risk level, and alignment with your financial goals.
  • Asset Allocation:  Your FEE-ONLY financial adviser will help you determine the optimal mix of asset classes for your portfolio, considering factors such as your risk tolerance, time horizon and financial goals. 
  • Specific Recommendations: Your FEE-ONLY financial adviser will provide you with a report outlining our findings and recommendations, including any potential areas for improvement. 

The goal of an independent portfolio review is to help you understand your portfolio's strengths and weaknesses and provide you with actionable steps you can take to optimize its performance. It can be especially beneficial if you're not ready for full-time money management but still want a professional's input on your investments.

It's a cost-effective way to get an expert's perspective on your portfolio and make any necessary adjustments. Additionally, a portfolio review can provide peace of mind, helping you to feel confident in your investment decisions and more secure in your financial future.

Each of our professionals maintains their own pricing structure but typically fees for an independent portfolio review are based on the complexity of your portfolio and can range from $500 to $2,500.  Many FEE-ONLY financial advisers will give you a full-credit for this fee if you decide to continue with full-time money management

If you have never worked with a FEE-ONLY financial adviser before or looking for a second opinion, we can help you.  Simply Click Here to Schedule a FREE Consultation. Alternatively, visit 1800ADVISER.COM to browse biographies of individual advisers and choose one or more to connect with.