Choosing an Advisor

3 Questions to Ask Before You Hire a Financial Advisor

You may have noticed in the news recently that President Barack Obama is calling for new regulations for brokers who want to provide advice for retirement accounts. In a nutshell, these new rules seek to reduce conflicts of interest and protect investors from being steered into costly investments. This will be done by requiring these [...]

Adam2017-10-10T16:19:46-04:00

What does “fee-based advisor” really mean?

Advisor Earning Comparison Fee-only advisers vs. Commission-based advisors Understanding your adviser's fee structure is critical to building a lasting, honest relationship. To help clarify, here are two terms that you need to know: Fee-only: A fee-only relationship means that your advisor earns an hourly rate/fee, a project fee, or a percentage based on the amount of [...]

Adam2017-10-10T16:19:46-04:00