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Questions you should ask financial advisor

261252

Nobodies business if I do
Sep 26, 2007
856
67
28
I am trying to make a list of questions to ask during initial interview.

Annualized rate of return compared to an index is number one

References. If he refuses because of privacy reasons then walk. If he made me money I would happily recommend him

See statement. Are they clear and concise.

What organizations does he belong to. Will they act as a reference?

Does he have educational seminars?

Does he have socials where clients can meet? If not then I would assume he does not want us to meet which is suspicious

Any costs in or out?
 

komadic

New member
Apr 30, 2019
10
0
1
Ask him/her if he knows the concept behind asset allocation and which investments to put in different investment accounts (reg or non reg) tax implications during prior and post retirement and going into the estate. He/She should know the answers to these questions as they are one of the most important.
 
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