Risk Profile Assessment

Hi,

We’re excited to start your journey toward building your financial legacy!

In order for us to best understand your ‘risk tolerance’, please complete the following questions so that we can match you to the appropriate advisor.

Are you ready to get started?

QUESTION 1 OF 21

To start personalizing your portfolio, which statement best describes your risk tolerance?

QUESTION 2 OF 21

While picking investments to purchase with $100,000, you are presented with 1-year risk/reward scenarios. Which scenario would you be most comfortable with?

QUESTION 3 OF 21

Imagine that an investment you own lost 30% of its value in 3 days. You do a quick search and do not see any new headlines associated with the investment. What would you do?

QUESTION 4 OF 21

You make an investment, planning to hold it for 5 years. It then loses 20% in its first year. How do you react?

QUESTION 5 OF 21

What is your main goal for this account?

QUESTION 6 OF 21

What is your understanding of stocks, bonds, mutual funds.

QUESTION 7 OF 21

Please select the most complex investment you have owned, or would be comfortable owning.

QUESTION 8 OF 21

How long do you need the income from this investment to last?

QUESTION 9 OF 21

How many years have you been investing?

QUESTION 10 OF 21

What is your current net worth, excluding your primary residence?

$
QUESTION 11 OF 21

What is your current LIQUID net worth?

$
QUESTION 12 OF 21

What is your annual household income?

$
QUESTION 13 OF 21

Please select your tax bracket.

QUESTION 13 OF 20

Please tell us your date of birth.

Datepicker
QUESTION 15 OF 21

How much are you planning to invest in this portfolio to start?

QUESTION 16 OF 21

How many years have you been investing in stocks?

QUESTION 17 OF 21

How many years have you been investing in bonds?

QUESTION 18 OF 21

How many years have you been investing in mutual funds?

QUESTION 19 OF 21

How many years have you been investing in options?

QUESTION 20 OF 21

How many years have you been investing in alternative investments?

QUESTION 21 OF 21

How many years have you had an annuity/life insurance?

Please Schedule a Time to Meet Using the Calendar Provided
Low
0% - 39%
Medium
40% - 59%
High
60% - 100%

Your Score

You prefer Low risk:

Someone with a low score is very risk adverse, and will reach for guranteed returns at little risk.

You prefer Moderate risk:

Someone with a moderate score accepts some risk to the principal but adopt a balanced approach between low and high.

You prefer High risk:

Someone with a high risk tolerance will reach for maximum returns with maximum risk.

Wealth Consulting services offered through Legacy Wealth Management LLC, an SEC registered RIA