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Step 1

Enter your average fee for a $1.0MM account: %

Step 2

From the following list of investment services, select those that you currently deliver to your clients.

NOTE: This is not meant to be exhaustive. Select ALL that apply to you.

Determine risk tolerance to create the appropriate portfolio structure

Identify an ideal set of asset classes for the current investment environment

Apply Modern Portfolio Theory to allocate among the chosen asset classes based on client risk tolerance

Select investment vehicles (securities/mutual funds/ETFs, etc.) to represent each asset class

Portfolio Monitoring and periodic rebalancing

Tax-efficient investment oversight (tax-optimized portfolio construction)

Tax-loss harvesting

Add additional services that you provide in the box below and click the plus sign.

Step 3

When you have made your selection(s), click the button for analysis.