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Annual Portfolio Review (annualportfolioreview.com)
Portfolio Reviews are a service designed primarily for investors that manage their own portfolios, yet want one or more periodic reviews of their portfolio and an outside opinion. Our Annual Portfolio Review is a low cost, no continuing obligation option that allows investors to minimize ongoing fees, yet get expert guidance. Our compensation is based on time spend, however the time and cost can be limited based on the client's specific instructions and goals for the review. The initial review will generally focus on whether there are potential problems or mistakes in your portfolio structure, asset allocation, or specific securities. Costs for future reviews (if you choose to continue engaging us) tend to be lower due to the fact that we will have your information on file and the focus will generally be on changes (in your circumstances, goals, and market conditions) and appropriate rebalances rather than a complete review. Other areas of focus tend to include an analysis of whether you are maximizing expected return for your specified risk tolerance and whether you are taking unnecessary risks. Another common focus is on costs and whether you are paying excessive loads, fees, and/or commissions relative to alternatives.
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