After 30 years in Wall Street, I've launched my own investment advisory firm offering a comprehensive 25-Point Portfolio Review to investors managing

We are a fee-only investment advisor using the industry's leading portfolio analysis software to produce a comprehensive 25-Point Investment Portfolio Review for people managing their own accounts. Portfolio Reviews are our only business. We review our client's portfolio regardless of where their accounts are today and we can aggregate multiple accounts clients have at banks, brokerage firms, mutual fund companies or with their employer. Fees are $800 for portfolios under $100,000; $1,600 for po...

We are a fee-only investment advisor using the industry's leading portfolio analysis software to produce a comprehensive 25-Point Investment Portfolio Review for people managing their own accounts. Portfolio Reviews are our only business. We review our client's portfolio regardless of where their accounts are today and we can aggregate multiple accounts clients have at banks, brokerage firms, mutual fund companies or with their employer. Fees are $800 for portfolios under $100,000; $1,600 for portfolios between $100,000 and $300,000; and $2,400 for portfolios over $300,000. As a client, you'll benefit from an independent review of your portfolio while keeping your assets where they are today - with your online broker, your bank, your mutual fund company, full service broker or employer. W