Expert Portfolio Analysis & Tax-Aware Investment Recommendations

Professional investment guidance from CPAs who understand both your portfolio AND your tax return

TIER 1: PORTFOLIO REVIEW

$499 One-Time

Get professional validation of your investment strategy
  • Comprehensive portfolio analysis
  • Asset allocation assessment
  • Fee and tax efficiency review
  • 3-5 specific improvement recommendations
  • 15-20 page detailed report
  • 30-minute follow-up consultation
Perfect for: DIY investors with $50K-$250K seeking expert validation
Schedule Consultation

TIER 2: CUSTOM PORTFOLIO DESIGN

$1999

Your personalized investment roadmap
  • Everything in Tier 1, PLUS:
  • Custom asset allocation model
  • Specific ETF/fund recommendations
  • Tax-optimized placement strategy
  • Step-by-step implementation guide
  • Quarterly check-ins and rebalancing advice
  • Unlimited email support
Perfect for: Investors with $100K-$1M who want a professional strategy
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TIER 3: COMPREHENSIVE WEALTH MANAGEMENT

1.00% AUM Annually

Full-service portfolio management and financial planning
  • Everything in Tiers 1 & 2, PLUS:
  • We manage your investments directly
  • Automatic rebalancing & tax-loss harvesting
  • Integrated tax & investment planning
  • Quarterly strategy meetings
  • Annual comprehensive financial plan
  • Dedicated advisor relationship
Minimum: $500,000 | Perfect for: High-net-worth individuals
Schedule Consultation

COMPARISON TABLE

Feature Tier 1 Tier 2 Tier 3
Portfolio Analysis ✔ ✔ ✔
Custom Recommendations Basic Detailed Complete
Tax Strategy Basic Advanced Comprehensive
Implementation You Do It You Do It We Do It
Ongoing Support One-Time Quarterly Continuous
Best For $50K-$250K $100K-$1M $500K+
Fee $499 $1,999+$499/q 1.00% AUM

FREQUENTLY ASKED QUESTIONS

Do I need a minimum amount?

Tiers 1 and 2 have no minimums. Tier 3 requires $500,000.

Are you fiduciaries?

Yes, we are legally obligated to act in your best interest.

Do you earn commissions?

No, we are fee-only advisors.

Can I upgrade tiers?

Yes, we credit Tier 1 fees toward Tier 2 within 90 days.

What makes you different?

We are CPAs first, which means every decision considers taxes.

IMPORTANT DISCLOSURE

Lacy Financial is a registered investment adviser. Investment advisory services are only offered to clients or prospective clients where Lacy Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

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