Page 45 - Intelligent Investing (3)
P. 45
Taking the Leap of Faith
If you decide to hire a Financial Advisor here are some questions to ask:
1. Are you a registered investment advisor?
2. Are you or your firm associated with a broker-dealer?
3. Does your firm offer separately managed accounts or mutual funds?
4. Do you or your firm receive compensation for recommending particular
investments from a third party?
5. What’s your investing philosophy?
6. Do you offer services beyond portfolio management?
7. Where will you invest my money?
