Advisor-Client Relationship

The advisor you choose will work for you, not the other way around. Always remember that they derive their income from you and their other clients. Ideally, you’ll work with the person you choose for many years. It’s important for you to feel comfortable asking questions. You need to be satisfied with the answers you receive.

Who’s Responsible for What?

Sort this out first and you’re bound to have a good advisor-client relationship. Learn more

Monitor Your Portfolio 

 Keep an eye on your portfolio and assess whether you’re on track to achieve your investment goals. Learn more

Advisor Fees & Charges

Fees and other charges are how your investment advisor’s firm is compensated for the services it provides. Learn more