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Choosing an Advisor
Choosing A Financial Advisor
Choosing a Financial Advisor
Things to consider...
Is the financial advisor interested in YOU? Does she or he ask about you and your goals, listen to your answers, and take the time to know you as an individual?
Will you, not the financial advisor, decide your involvement? Some investors like to be very hands-on; others prefer to leave the decision making to the advisor. Be sure your financial advisor offers options for your involvement.
Will your financial advisor be personally responsible for your portfolio? Does she or he personally invest your portfolio, or is there a separate team who has never met you making investment decisions?
More things to consider...
Will the financial advisor work with your attorney and/or tax professional? This answer is important, especially if you have a very detailed or complicated estate. These 3 professionals should be available to work together for you.
How does the financial advisor measure success? Are you tracking progress toward your goals or simply discussing performance?
What investments and services are offered? Does the firm only offer products they own? Are they licensed to represent all types of investments?
Is the financial advisor transparent on how they are paid? Do you know how much your investments are costing you each year?
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