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How often will my advisor review my portfolio?

Re-balancing your portfolio occurs on a quarterly basis to ensure that you are on track for your investment goals.

Your advisor will determine if changes need to be made in order to more closely align your portfolio with your desired risk profile. Your account will be re-balanced on a quarterly basis without any transaction fees.  If you ever have any questions or concerns, please contact an advisor through the chat located in the bottom right of the client portal.