Joined
·
204 Posts
They have a book out as well along the same lines. If memory serves, Patrick McKeough, publisher of The Successful Investor, also used to offer a second opinion on portfolios. But I'd think virtually any financial advisor would do the same if only in the hope of landing some extra assets. I'd expect especially that fee-only advisors would be willing to do so for some agreed-upon baseline one-time fee.