top of page
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?
bottom of page