Rates

AdviceCheck conducts independent evaluations of financial advisors
We have a flat fee model that includes interviewing advisors to learn about their approach to managing money, verifying advisors credentials and reported results, and identifying fraud, errors and omissions. Upon completion of our investigation, we provide a comprehensive report to our clients to share our findings.

Standard Advisor Analysis

  • In-person initial meeting

  • Financial plan review

  • Review objectives and suitability of your portfolio

  • Fraud check

  • Concise account statement analysis

  • Follow-up meeting to deliver findings

995$

Comprehensive Advisor

Analysis

  • In-person initial meeting

  • Financial plan review

  • Review objectives and suitability of your portfolio

  • Fraud check

  • Detailed account statement analysis

  • Written report on areas of concern and opportunities for improvement

  • Follow-up meeting to deliver findings 

 

1,495$

Advisor Meeting

Add-On

  • In-person meeting with your advisor (distance permitting)

  • Review of advisor's processes

  • Examine cross-section of client portfolios

  • Background check and triangulation

  • Review of continuing education

 

495$

Contact

Tel: (416) 888-9614

JLK@ADVICECHECK.CA

© 2020. AdviceCheck.

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