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The Advisor Audit
You have an advisor. You have policies. You have accounts. What you do not have is a clear read on how any of it actually works or what it is costing you.
The Advisor Audit is a three-hour engagement where I read the fine print. I identify the share classes of every fund you own. I find the fees you did not know you were paying. I decode the compensation structure your advisor is operating under. I explain what you actually have versus what it was pitched to you as.
You receive a written Audit Report with specific questions to bring to your current advisor, specific fees to confirm, and any red flags worth escalating. What you do with that information is entirely up to you.
This is something I can offer because I spent a decade inside the industry. I know what gets sold and how.
The Advisor Audit
You have an advisor. You have policies. You have accounts. What you do not have is a clear read on how any of it actually works or what it is costing you.
The Advisor Audit is a three-hour engagement where I read the fine print. I identify the share classes of every fund you own. I find the fees you did not know you were paying. I decode the compensation structure your advisor is operating under. I explain what you actually have versus what it was pitched to you as.
You receive a written Audit Report with specific questions to bring to your current advisor, specific fees to confirm, and any red flags worth escalating. What you do with that information is entirely up to you.
This is something I can offer because I spent a decade inside the industry. I know what gets sold and how.