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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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