How To Get The Best Advice

10 Questions For Your Financial Advisor

  1. Do you hold the top industry professional designations (i.e. CFA, CFP®)?
  2. How many years of experience managing portfolios for High Net Worth clients?
  3. Do you provide fee-only advice (no commissions)?
  4. How many clients do you work with?
  5. Do you use any proprietary funds or products?
  6. Do you or your firm have any revenue sharing arrangements?
  7.  Are you held to the Fiduciary Standard 100% of the time?
  8. Is there separation between you as investment manager and the custodian of client assets?
  9. Are all fees/expenses transparent?
  10. Do you use predetermined models or are the portfolios customized to each client?

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