Upload one brokerage statement. We find the fees, the fund expenses, and the tax drag inside it, and show you what they compound to.
Your statement is deleted after analysis. We never contact your advisor.
Any PDF from any brokerage. One month or one quarter is enough.
1.00% on $1.24M. Fee-only advisors typically charge 0.50–0.75% at this level. That is $12,400 a year.
Six funds averaging 0.68% in expenses. The same exposure costs 0.03–0.08%. Another $5,080 a year.
$310K of income-heavy holdings are taxed every year while the IRA holds index equities. Swapping them saves an estimated $3,100 a year.
41% of last year's realized gains were held under a year and taxed as ordinary income.
No single position over 6%. Broad US, international, and bond exposure.
Estimates from one statement. The full written audit is free, and it is not a sales call.
Drop your last brokerage statement into an AI tool and ask three questions:
Aligned is a fiduciary wealth firm built on a simple idea: no one can predict markets, so control the variables that compound instead. Fees, taxes, structure, discipline. We built this tool because the first question every new client asks is how much the old way was costing them.