For investors with $1M or more

Is Your Portfolio Actually
Working For You?

Many $1M+ investors are paying more in fees than they realize, losing thousands in avoidable taxes, and carrying risk that doesn’t match their retirement timeline. A structured second opinion brings clarity.

Request a Free Second Opinion

See How It Works →

Questions? Call Jeff Busch directly: 385.276.4716 | jeffb@myelysium.com

No obligation

No pressure to move assets

Full written analysis

Independent & fiduciary

The problem

At $1M+, Inefficiency
Costs You Dearly

Small gaps that don’t matter at $200K compound into six-figure losses at $1M+. Most investors don’t see them because their current advisor has no incentive to point them out.

01

Hidden Fee Layers

Advisory fees are just the start. Underlying fund expenses, platform costs, and transaction fees stack quietly. Most investors are paying 0.5%–1.0% more than they realize.

02

Reactive Tax Strategy

Tax-loss harvesting at year-end isn’t a strategy — it’s damage control. Poor asset location and capital gains exposure drain real wealth. Proactive planning prevents this.

03

Outdated Allocation

Markets move. Life changes. Yet most portfolios sit in the same allocation for years. The alignment between your risk profile and your actual holdings degrades silently.

04

No Income Blueprint

Accumulation and distribution require completely different strategies. If you’re within 10 years of retirement and don’t have a clear income plan, the clock is working against you.

$180,000+

The estimated 10-year cost of a 1% fee gap on a $1M portfolio, compounded — before accounting for tax inefficiencies or poor allocation.

For illustrative purposes only. Assumes a $1,000,000 portfolio, a 1% annual fee differential, and a 7% gross annual return compounded over 10 years. Does not reflect the experience of any specific client. Actual results will vary based on individual circumstances, market conditions, and fee structures.

What’s included

A Real Second Opinion
Covers Four Areas

01

Total Fee Audit

We examine every layer — advisory fees, fund expense ratios, platform costs, and any embedded charges. Most investors are surprised. You’ll see clearly what you’re paying across every visible layer — and what alternatives look like at your portfolio size.

02

Tax Efficiency Review

We analyze asset location across your accounts, unrealized capital gains exposure, and identify opportunities for meaningful tax reduction — not just year-end scrambles. This alone often justifies the conversation.

03

Risk Alignment Check

Does your current allocation actually reflect your timeline, income needs, and risk tolerance? We stress-test your portfolio against realistic downturn scenarios so you have a clear picture of what you’re holding — and why.

04

Retirement Income Stress Test

Can your portfolio sustain withdrawals for 25–30 years? What happens in a prolonged downturn early in retirement? We model real scenarios and give you a clear picture of your income sustainability.

What You’ll Walk Away With

After your review, you’ll have a written analysis covering all four areas — clear, specific, and without sales language. One of three outcomes:

Your strategy is solid — we tell you directly
Minor adjustments — we identify specific improvements
Significant gaps — you’ll know clearly what they are

A process that only leads to “move your money” isn’t objective. We’re interested in giving you clarity — not a commission.

Request Your Review →

Or call Jeff directly:
385.276.4716

The process

Three Steps, No Surprises

01

Hidden Fee Layers

Advisory fees are just the start. Underlying fund expenses, platform costs, and transaction fees stack quietly. Most investors are paying 0.5%–1.0% more than they realize.

02

Reactive Tax Strategy

Tax-loss harvesting at year-end isn’t a strategy — it’s damage control. Poor asset location and capital gains exposure drain real wealth. Proactive planning prevents this.

03

Outdated Allocation

Markets move. Life changes. Yet most portfolios sit in the same allocation for years. The alignment between your risk profile and your actual holdings degrades silently.

This is a structured professional service — not a lead-in to push a product. We’re fiduciaries. Our interest is your clarity, not your transfer paperwork.

Know the difference

A Real Review vs. a Sales Pitch

Many investors tell us they’ve felt pressured during past portfolio reviews — that the conversation moved quickly toward transferring assets before they had a full picture. Here’s what a genuinely independent process looks like instead.

Warning Signs of a Pitch

Vague surface analysis, no written findings
“This opportunity won’t last” language
Transfer paperwork appears before analysis
Immediate urgency to act or decide
Focus on what you should buy, not what you have
Never says “your current strategy is fine”

What We Do

Structured 4-part written analysis
Clear, specific findings with numbers
No transfer paperwork unless you request it
You set the pace — no follow-up pressure
Focus entirely on your current holdings
Will tell you directly if nothing needs to change

Request Your Second Opinion

Complete the form and we’ll reach out within one business day to schedule your analysis. This is for investors with $1M or more in investible assets.

Our commitment: If your current strategy is solid, we’ll tell you directly — and you’ll leave with a clear picture of why. No pitch. No pressure. No follow-up unless you want one.

Common questions

What Investors Ask Us

Is this actually free?

Yes. The second opinion analysis is complimentary for investors with $1M or more in investible assets. There are no hidden fees, no obligation to transfer assets, and no follow-up pressure if you choose not to move forward.

Will I be pushed to move my money?

No. We structure this process specifically to remove that pressure. You receive a full written analysis before any conversation about next steps. If your current advisor is doing a great job — we’ll say so.

What documents do I need to share?

Your most recent account statements are sufficient. We can often complete a meaningful preliminary analysis from a single consolidated statement. We’ll walk you through exactly what we need after scheduling.

Are you a fiduciary?

Yes. Elysium Wealth Management, LLC is a Registered Investment Adviser with a fiduciary obligation to act in your interest at all times. Our compensation structure is fully disclosed in our ADV Part 2.

How long does the process take?

The analysis typically takes 5–7 business days once we receive your statements. We then schedule a 45–60 minute meeting to walk through the findings. The entire process from request to report is typically under two weeks.

What if I'm happy with my current advisor?

A second opinion isn’t about switching advisors — it’s about verification. Many clients use our review as confirmation that their strategy is sound. Peace of mind is a legitimate outcome.

It’s Your Money, Your Future, Your Move

See What Else We Have To Offer

Your Financial Future is Our Priority,
Together We’ll Work to Help Reach Your Goals, One Step at a Time.

Ready to take the next step?
Talk with one of our advisors and get your plan moving in the right direction.

Schedule Your Complimentary Review