Despite all the emphasis I put on financial planning, the number one priority will always be what is in the investment accounts. When you meet with your advisor, you should walk through this checklist with them. If they cannot tell you the answer to any of these questions, please find a new advisor.
Remember, if you have $100,000 with your advisor, they could be making 1 - 1.5% of that amount each year. (This would equate to $1,000 - $1,500) Make sure you are getting the service that you are paying for.
Comments