Age 41 · Portland, Oregon
Total assets
$670K
2 linked
Unrealized P/L
+$90K
+15.5% on cost
Linked accounts
2
All linked
Goals
3
0 achieved
The last touch and what is booked next. The contact log tab has every entry.
The advisor's own notes — nothing here comes from an account.
Reads widely and asks about individual names often, but agreed to keep the core in index funds.