We get a lot of people asking us to review and evaluate the portfolios they have with other advisors.

We are happy to do that in one of two ways.

  1. For a fee, we will perform a thorough diagnostic investigation of your portfolio to determine the 'actual' asset allocation. If the information is available, we will also determine the fees that you have been paying (many of which you might not be aware of), and if you wish, we can also do a basic return calculation (again, if all the appropriate data is available). Once the review is complete and fees all paid, there is no further obligation to either party.
  2. If, however, you choose to move the portfolio to us, we will either wiave/return the fees, or credit them back to your account.