In a guest blog post for Forbes, the founder of a firm that helps people evaluate their financial advisors sets forth four steps investors can take to ensure they’re choosing a top-notch wealth management professional.
- Check out advisors’ regulatory records on publicly-available web sites
- Ensure the financial advisor will be acting as their fiduciary
- Ascertain the total all-inclusive annual fees involved
- Make sure they’ll be getting easy-to-understand investment-performance reports.
Read the full article from Forbes.
Last modified on Sunday, 01 June 2014