Make sure your investment advisor is working for you.
(Does Your Investment Advisor Stack Up?) Get Your Free Guide Now
Is your investment advisor looking out for your interests? In a recent survey, about 60% of respondents said they think their financial advisors serve their companies’ interests more than their clients’ interests.1
Our FREE guide, Does Your Investment Advisor Stack Up?, gives you our thoughts about what you should expect from your financial advisor, plus some warning signs of potential problems.
Learn more about advisor “red flags” including:
- If you receive a “one-size-fits-all” investment strategy
- If your advisor earns commissions on your investments
- If you can’t easily understand your portfolio’s performance
- If your advisor does not clearly disclose all fees
If you have $500,000 or more to invest and want to learn more, get your FREE guide today by filling out the form to your right.