Fee Transparency
Review advisory fees, embedded product expenses, and manager costs in plain language.
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Complimentary Review
A clear, honest assessment of your current portfolio.
A no-cost review of your fees, tax considerations, holdings, and portfolio fit — for high-net-worth families and institutions. Patrumin’s team brings decades of experience evaluating portfolio structure and identifying improvements.
Tax Considerations
Identify taxable-account considerations and coordination points for your tax advisor.
Legacy Holdings & Concentrated Stock
Evaluate legacy holding restrictions, concentrated stock position(s), sector exclusions, or a defined income target alongside long-term objectives.
Portfolio Fit
Revisit allocation, risk, income needs, and liquidity considerations with an eye on mitigating fees.
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For prospective clients, advisors, and families evaluating a more transparent portfolio management relationship or a complimentary portfolio review.
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Investment advisory services offered through Patrumin Investors, LLC, a registered investment advisor.