A Poorly Designed $863,309 Advisor Managed Portfolio

A Poorly Designed $863,309 Advisor Managed Portfolio

A financial advisor’s job is to help their clients to maximize gains while minimizing cost and taxes. In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide shows how one advisor built portfolio flunks. Ron does a Portfolio Report Card for PLR in Medley, FL. They recently became concerned about their financial advisor’s fees and performance and they wanted to find out how their investment portfolio is doing. The married couple is in their early 60s and their $863,000 investment portfolio is divided among two traditional IRAs, two ROTH IRAs, and a taxable account. Does your portfolio pass or fail? Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to PortfoliReportCard.com

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