About five minutes. It helps me tailor your AlphaIQ report to your actual situation.
Step 1 · About you and your goals
1What is your age?
2What is your annual income?
3What is your investable net worth?
4What is your primary investment objective?
5What is your investment time horizon?
6If your portfolio dropped 20% in one quarter, your instinct would be to:
7Do you have any near-term cash or liquidity needs?
Select all that apply
8Beyond your investments, which of these areas are currently unmet or underserved?
Select all that apply
Step 2 · Your portfolio
9Where are your accounts currently held?
Select all that apply
10What types of accounts do you have?
Select all that apply
11How is your portfolio currently structured?
12What is your relationship management fee?
Type in the percentage. Leave blank if you are not sure.
13What is your estimated total fund expense ratio?
Step 3 · What you want
14When it comes to your portfolio, what do you want more of?
Select all that apply
15If you had the right tools to support you, how involved would you want to be in managing your investments?
16In an ideal world, how much ongoing visibility would you want into your portfolio?
17How do you feel about advanced technology playing a role in managing your portfolio?
Step 4 · Your concerns
18What would you most like to understand better about your portfolio?
Select all that apply
19What outcome are you most hoping for from this diagnostic report?
20How would you describe your confidence in your current portfolio?
Where should I send your report?
By submitting, you authorize Flatley Advisory Group LLC to review your portfolio statements for diagnostic and educational purposes only. This does not constitute an advisory relationship. All information is kept strictly confidential.
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Profile complete
Your diagnostic profile has been saved. Upload your statements to generate your AlphaIQ report.