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Shopping for a financial advisor? Ask these 7 questions
Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...
We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...
It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...
Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...
The frequency of meetings with your financial advisor should hinge on your needs and the nature of your relationship. For some people, an annual check-in is enough. If you feel that you’d like your ...
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...
The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...
Advisor fees vary widely. Know about advisor costs with our financial advisor fee calculator, which also estimates investment growth. Many, or all, of the products featured on this page are from our ...
Historically, you could deduct some financial advisor and tax preparation fees. Under the current tax code, that is no longer the case. For example, say that you paid $4,500 this year in fees to your ...
Major life events often come with major financial decisions. A new job is cause for celebration, but how will the switch impact your plans for retirement? Should you make contributions to a ...
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