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.
Sort this out first and you’re bound to have a good advisor-client relationship. Learn more
Keep an eye on your portfolio and assess whether you’re on track to achieve your investment goals. Learn more
Fees and other charges are how your investment advisor’s firm is compensated for the services it provides. Learn more