Portfolio Analysis Review
Client Focused, Personalized Approach, Fiduciary Driven
Most people know what company their investment accounts are with. Many will also know whether it is a qualified or non-qualified account, or if it has stocks or mutual funds. Few are aware of how many stocks they own multiple times across different accounts or across different mutual funds. Even fewer know what they are paying in fees and expenses within those accounts. But, without this information, it is hard to make good financial decisions. Brokerage Specialists wants every client to make fully informed decisions about their finances. We provide each client with a Portfolio Analysis Report that details any stocks that overlap between accounts, fees, and expenses of each account and each mutual fund, and how much risk you are actually taking currently. To request your complimentary PortfolioAnalysis Report contact Brokerage Specialists today.