Questions to Ask Before Selecting a Wealth Manager
Tuesday, 9 October 2012
When evaluating investment advisors, the most important part of the process is performing comprehensive research. Whether you are considering a financial advisor for retirement, a child's education, a vacation home, or just simply getting your finances in order. Any way you look at it, these are life changing decisions, and therefore, it is important to pick someone who is able to fit your customized needs.
When meeting with potential financial advisors, here are important questions you should be asking: