What is included
- Line-by-line review of every holding in your IRA
- Expense ratio and total cost breakdown
- Overlap analysis across funds that hold the same companies
- Comparison against an educational target allocation model
- Written summary you can keep and revisit
- Optional walkthrough with an advisor from the directory
Who it is for
People who have accumulated several funds over the years, rolled an old 401(k) into an IRA, or simply want one clear document that explains what they own before making any changes.
Portfolio Checkup is an educational review. It does not include individualized investment advice, ongoing management, tax advice, or any guarantee of investment results.