Discipline Portfolio Review FAQ

The Discipline Portfolio Review is a comprehensive second opinion of your portfolio to help you construct a more appropriate DIY portfolio. The first step is a risk profile analysis followed by a deep dive into the asset allocation, asset location, risks, diversification, etc. Finally we will make customized recommendations and changes to help improve and streamline the portfolio. This includes asset location optimization, tax efficiency, fee efficiency and proper diversification.
The Discipline Portfolio Review initial consult is free. If we agree that it's a good fit for you then the total cost of the service is $2,500.