Portfolio Tune-up
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 a flat hourly rate. A typical portfolio tune-up takes from 2 to 4 hours.
Hourly Rate: $750 + tax
