What We Do for Individual Investors

Find an Advisor. AdvisorSmart® can help you to develop a disciplined and evidence-based process to search for, find and select an appropriate fee-only financial advisor for you situation. 

The AdvisorSmart® process includes:

1. developing a timeline of events with deadlines

2. designing your search questionnaire

3. selecting appropriate search questions for your questionnaire

4. designing your scoring matrix

5. developing a list of firms to include in your search

6. distributing your search request

7. encouraging participation

8. collecting search responses

9. evaluating the search responses

10. conducting interviews

11. completing your search criteria matrix

12. helping you to make a good decision

13. informing the search candidates

Many investors pay more than they need to and would benefit from an investment expense audit performed by an independent consultant.

If you have a portfolio greater than $10 million, and we can show you a way to save $50,000 a year on your investment costs, knowing that you will save approximately $500,000 or more in the coming decade, would you be willing to pay a one-time fee of $17,000 which represents 1/3 of the first year’s savings (or an estimated 4% of your future cost savings over the next decade)? Reduce your fees. At AdvisorSmart® we provide a financial advisory fee negotiation service for you that audits and evaluates your current advice provider and will look for opportunities to reduce your current financial advisory fees.  At AdvisorSmart, we take a holistic approach to consulting. We work closely with our clients to understand their goals and challenges, and develop personalized cost reduction strategies that address their specific needs. Our approach is collaborative, transparent, and results-driven. Let us save you some money.

Find an Advisor. AdvisorSmart® can help your nonprofit organization to develop a Request for Proposal (RFP) process to search for, find and select an appropriate fee-only financial advisor for your organization. 

The AdvisorSmart® RFP process includes:

1. developing a timeline of events with deadlines

2. designing the RFP questionnaire

3. selecting appropriate questions for the RFP questionnaire

4. designing the RFP scoring matrix

5. developing a list of firms to include as RFP recipients

6. distributing the RFP

7. encouraging participation

8. collecting RFP responses

9. evaluating the RFP responses

10. conducting interviews

11. completing your RFP matrix

12. making a good decision

13. informing the candidates

Many nonprofit investors pay more than they need to and would benefit from an investment expense audit performed by an independent consultant. 

If you have a portfolio greater than $10 million, and we can show you a way to save $50,000 a year on your investment costs, knowing that you will save approximately $500,000 or more in the coming decade, would you be willing to pay a one-time fee of $17,000 which represents 1/3 of the first year’s savings (or an estimated 4% of your future cost savings over the next decade)? Reduce your fees. At AdvisorSmart® we provide a financial advisory fee negotiation service for you that audits and evaluates your current advice provider and will look for opportunities to reduce your current financial advisory fees.  At AdvisorSmart, we take a holistic approach to consulting. We work closely with our clients to understand their goals and challenges, and develop personalized cost reduction strategies that address their specific needs. Our approach is collaborative, transparent, and results-driven. Let us save you some money. 

At AdvisorSmart® we use government records and other information sources to research financial advisors and to clarify their work history and current licensing. To help you to identify, find and select an objective, fee-only financial advisor, we will access and research public Government records to identify the financial advisor type (broker, fee-only, hybrid, etc.) and also to clarify the current legal registration of the financial advisor. In addition, we will provide insights on the potential conflicts of interest that may exist when working with this type of financial advisor. Our report will include the AdvisorSmart® Objectivity Score to provide you with a quantifiable assessment of the objectivity of the financial advisor. Deliverable to you is a one page AdvisorSmart® report delivered electronically to your email address. We provide you with a one page  AdvisorSmart® Financial Advisor Type Report that uses government records to determine if your financial advisor is licensed as a securities broker to sell investment and/or insurance products.  This one time  AdvisorSmart® evaluation could help you to avoid being taken advantage of by financial advisors with incentives to sell investment products.  

Many investors pay more than they need to and would benefit from an investment expense audit performed by an independent consultant.

If you have a portfolio greater than $10 million, and we can show you a way to save $50,000 a year on your investment costs, knowing that you will save approximately $500,000 or more in the coming decade, would you be willing to pay a one-time fee of $17,000 which represents 1/3 of the first year’s savings (or an estimated 4% of your future cost savings over the next decade)?Reduce your fees. At AdvisorSmart® we provide a financial advisory fee negotiation service for you that audits and evaluates your current advice provider and will look for opportunities to reduce your current financial advisory fees.  At AdvisorSmart, we take a holistic approach to consulting. We work closely with our clients to understand their goals and challenges, and develop personalized cost reduction strategies that address their specific needs. Our approach is collaborative, transparent, and results-driven. Let us save you some money.