Second Look Financial is an investment advisory firm based in Scottsdale, Arizona, in business since 1997. Led by Managing Principal Michael C. Dillon, Second Look Financial offers a range of services including investment supervisory services, retirement analysis, pension planning, asset allocation, debt and mortgage analysis, and written financial plans. The firm works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Second Look Financial utilizes fundamental and technical analysis, cyclical patterns, and long-term and short-term purchase strategies. The firm primarily recommends Charles Schwab as the custodian for client accounts and has the authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable and set forth in the Investment Advisor Agreement. Fees for accounts over $3,000,000 are negotiable.