Financial Planning

Portfolio Analysis

If you have investments but you’re wondering whether you are invested appropriately for your age, life stage, and risk profile, a Portfolio Analysis may be right for you.

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Building your assets

This fee-based service is a comprehensive evaluation of your current investment portfolio and will include:

  • An evaluation of your current portfolio.
  • Recommended adjustments to align your portfolio with your financial goals, tolerance for risk, and investment objectives.
  • Two-and-a-half hours of analysis including a 60-minute consultation to deliver the report.

Our Portfolio Analysis is a fee-based service. There are no product sales or commissions attached to the service. So you will get an unbiased analysis of your situation.

Cost: $700*

Participants pay $350**

*Fee-based service. Must meet eligibility rules to participate. Family members may also be eligible. Call for details. Wisconsin residency required.

**Eligible WEA Tax Sheltered Annuity Trust participants receive a 50% discount off base cost of $700. Call for details.

Fees and services subject to change. Listed fees effective as of May 2, 2017. Terms controlled by signed service agreement.

All investment advisory services are offered through WEA Financial Advisors, Inc.