No. of Recommendations: 1
I maintained a shadow porfolio to benchmark his results and I'm very happy with this performance. As time progresses I imagine that I will stop benchmarking him so closely

wasmick - have you tried asking him to benchmark himself? Or shared your benchmarking results with him?

If you explained what you were benchmarking him against and how that was improtant to you it would serve a couple of good purposes to share that with your advisor. First, gets you on the same page as far as investments and could give some insight into the risk profile you may have in mind. Second, if he is a good advisor IMHO, he would track your established benchmark and provide detail on where he leads or lags that benchmark, eventually you would not have to track - you would still know and that is the plus side of using advisors. He is doing the worrying!
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