In a recent survey, about 60% of respondents said they think their financial advisors put their own company's interests ahead of their clients’ interests.2

What should you expect from your financial advisor? Our free guide offers our thoughts about what you should expect from your financial advisor, as well as some warning signs of potential problems.

Some of the basics every investor should receive from their advisor include clear and frequent communication, reliable and responsive service, understanding and focus on your long-term goals—and of course results.

Learn more about these basics, plus advisor “red flags” to watch for 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, fill out the form to get your free guide today!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.