1. Do you know your all-in investment cost — advisory fee plus fund expenses — to the basis point?
2. How large is your single biggest holding as a share of the portfolio?
3. Have you deliberately placed assets across taxable, tax-deferred, and Roth accounts for tax efficiency?
4. The last time markets fell 20% or more, did your portfolio behave the way you expected?
5. Do you have a written plan connecting your portfolio to your goals (an Investment Policy Statement)?
6. When did a fiduciary last review your entire portfolio?
7. Do you use protective or income strategies — like covered calls or cash-secured puts — to enhance income and manage risk?
Please answer all seven questions to see your result.
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Your Result
Your foundation looks strong
You’re doing the fundamentals well — you know your costs, you’re thinking about risk and taxes, and someone’s keeping an eye on the whole picture. The highest-value move from here is a periodic second set of fiduciary eyes to confirm nothing has drifted. We’re happy to be that.
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Your Result
A few things worth a closer look
You’ve got a solid base, but there are gaps where small changes can matter — cost, concentration, tax placement, or how your portfolio actually behaves under stress. A free portfolio review will tell you which of these is worth your attention and which is fine as-is.
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Your Result
Several areas worth reviewing
There are a few important things you can’t yet see clearly — what you’re really paying, how concentrated you are, whether your plan matches your goals. That’s common, and it’s fixable. The fastest way to get clarity is to let a fiduciary look at your actual statements, at no cost.
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