Putin
New member
These questions apply if you're wondering how to hire a financial advisor or if you already work with a financial advisor or wealth advisor.
- What is the amount of total fees in % and dollars I will pay or am paying?
- Are you a fiduciary?
- A fiduciary must act in your best interests when recommending products
- Do you adhere to a set buy and hold strategy regardless of the economy and the financial markets?
- Will any of my investments go up while other go down?
- What is the most that my investments will go down in any one year based on the history of these investments?
- What are the different types of risk I am exposed to, and what would the decrease in value be should they occur?
- Do you consider my overall wealth plan, or focus only on my investments in stocks and bonds?
