Rates

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.

  • 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

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$995

Standard

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

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Comprehensive Advisor

Analysis

$1495

Advisor

Meeting

Add-on

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

  • Review of your advisor's processes 

  • Examine cross-section of advisor's client portfolios

  • Background check and triangulation

  • Review of continuing education

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$495