Important Questions to Ask Your Financial Advisor

Are you a Registered Investment Advisor?
What are your qualifications and credentials?
What is your approach to investment management?
What types of investment vehicles do you use?
How will you customize my portfolio?
How often will you review my account?
Who will be working on my account?
How are you compensated?
How do I know you will act in my best interest?
How does your fee compare to other advisors?
What services are included in your fee?
What makes your firm the best for me?