Our complimentary health check is a deep dive and summary of your existing investment portfolio. Given that the market historically goes up, you may be happy with your current returns.
However, when was the last time you looked at fees or asset allocation? Even in a bull market, they can have a substantial impact on your long-term returns.
What to expect
Provide your recent wealth management statement(s) and we’ll go to work. We’ll come back with a one-page summary that clearly illustrates your effective fee rate and asset allocation.
Fees
Fees can have a substantial impact on your portfolio. Our complimentary health check not only identifies fees but also illustrates the impact of fees on your portfolio.
Asset Allocation
Having the wrong asset allocation can be detrimental to your long-range financial plans. Our health check helps you clearly understand your allocation and whether or not it fits your tolerance for risk.
Get Started with a Health Check
Upload statement(s) below to receive your complimentary Portfolio Health Check
Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission
