Is your wealth manager
earning their fee — really?
A 30-minute video conference and no-risk portfolio assessment will give you a documented answer. At no cost. With no sales pitch.
Your complimentary 30-minute portfolio strategy call
Bring your current statement. In thirty minutes I will tell you whether the fees you are paying are justified by demonstrable, net-of-fee outperformance against a properly composed benchmark — and what an alternative structure would cost.
Most investors with $1M+ portfolios have never had this conversation. Their advisor has never offered it.
- You currently have a wealth manager and want an independent second opinion
- You invest independently and want a structured assessment before your next decision
- You are approaching a liquidity event and want clarity before engaging anyone
- You are simply not sure whether what you are paying is justified
Schedule directly — choose a time that works for you:
Everything you receive — with a 5-day satisfaction guarantee
If you choose to engage beyond the free call, the full assessment is delivered at a fixed fee. No AUM charge. No retainer. No recurring obligation unless you want one.
- Documented risk and return assessment with specific portfolio recommendations calibrated to your stated preferences, time horizon, and behavioral risk profile
- Written Investment Policy Statement — a formal governing document defining your objectives, constraints, permissible asset classes, and rebalancing parameters
- Probabilistic portfolio projection — modeled values at a 95% confidence interval incorporating your expected future contributions and planned distributions
- Fee impact analysis — a dollar-denominated illustration of what current AUM fees cost you in terminal wealth against a fixed-fee alternative
- Optional ongoing consultation access — quarterly or as-needed sessions at a predetermined fixed rate; no surprises
If you are not entirely satisfied with the quality, rigor, and value of the portfolio analysis, risk assessment, and advice in screen sharing sessions within five business days of engagement, you pay nothing. This is not fine print. No invoice will be processed until five days after engagement begins.
The data your current advisor has not shown you
The SPIVA Scorecard — the investment industry's own performance record — shows that more than 85 percent of actively managed funds underperform their index benchmarks over a ten-year period, after fees. The rise of low-cost ETFs eliminated the theoretical basis for the standard 1 percent annual AUM fee. The industry never disclosed this.
Behavioral economics adds a second layer. Prospect theory demonstrates that the pain of a loss registers roughly twice as powerfully as the pleasure of an equivalent gain. This asymmetry leads investors to make the wrong decision at the worst moment. A sound strategy paired with the resolve to execute it is worth more than any manager's claimed edge.
Years institutional investment experience
Active funds underperform their benchmark over 10 years (SPIVA)
AUM fee — ever. Fixed fee only.
Thirty minutes. No sales pitch.
Just the truth about your portfolio.
Ideal for investors with $1M+ portfolios — whether you currently have a wealth manager or invest independently.