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Questions For Your Advisor
Here are some questions for your current advisor:
Do you use a benchmark to compare the performance of my total portfolio (not my individual funds)? If so, how is it determined?
How do you expect to protect my investments in the event of another major market correction or if you think one may be imminent?
What is your process for rebalancing my portfolio?
What is the total of the fund management fees and your fee as a percentage of my total portfolio?
Do you sell commission-based financial products? If so, how can I be certain that you have placed my interests ahead of your own?
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