Portfolio Risk Analysis

Feeling uncertain about your investments in today’s market? We use Riskalyze to make sure your portfolio represents your comfort level, not ours.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Watch this quick 1-minute video to see how it works.

Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Define Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.

Together we can take the guesswork out of your financial future.

Everyone has a Risk Number. What’s yours?

Complete our simple Riskalyze questionnaire and call (770) 353-6356 to schedule your free Risk Assessment Appointment with Gary Alpert, CFP®.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included, would have had a negative effect on the annual returns.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial or Gary Alpert Financial Strategies.

Hourly Consulting

Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.

Retirement Plan Consulting is also available on an hourly fee basis.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Without Ongoing Investment Management

Pricing Starting At: Singles $3500* | Couples $4500* | Business Owners $6500*

Financial Consulting includes the following services:

  • 6-12 months
  • Following years reduced rate
  • Financial Organization
  • Asset Allocation
  • Retirement Income & Work Optional Planning
  • Business Planning
  • Trust & Estate Planning
  • Cash Flow Planning
  • Debt Reduction Strategies
  • Tax Review
  • Social Security Planning
  • Insurance Planning
  • College Planning

*Depending on complexity

**Client administers investment changes and pays all trading costs.

With Ongoing Investment Management

Financial Planning included with assets above 750k. Optional Financial Planning fee for less than 750k.

The following cost schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .65% Annually
$2,000,000 to $3,000,000 .75% Annually
$1,000,000 to $2,000,000 .80% Annually
$750,000 to $1,000,000 1% Annually
$500,000 to $750,000 1.25% Annually*

Annual costs include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Comprehensive Financial Planning
  • Retirement Planning – Social Security Analysis and Retirement Landscape Reports
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – current employment
  • Regular Client Reviews
  • Portfolio Analysis and Optimization
  • Management of search process and investment selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Management Investment Fee
  • Monthly Statements and Quarterly Performance Statements
  • On-line access to Investment Accounts
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer

*Client pays all trading costs on accounts.