Learn if your financial advisor is working FOR YOU. Answer these questions and click Submit to learn if your advisor is putting your interests first.
How did your advisor measure up? These are all reasonable requests and really good advisors agree that it’s just what they do. You should expect your advisor to do them all.
If you answered “no” to one or two questions, speak with your advisor and say what you expect.
If you answered “no” to 3 or more questions, consider contacting a Best Practice Advisor to learn how she/he would work in your best interests.
If you don’t know or don’t understand these practices, stay in touch. Contact us, we are here to help you get good advice — advice that will help you reach your financial goals.
To better understand your rights, see the Investor Bill of Rights.
“A low-cost adviser can make you thousands of dollars richer with well-chosen investments while saving you a fortune in unnecessary fees, excessive taxes or reckless risks you might otherwise incur.”
The Wall Street Journal