Questions to ask a financial advisor free guide
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Financial Coach and women and money author Camille Gaines explains questions to ask a financial advisor. These questions apply if you're wondering how to hire a financial advisor or if you already work with a financial advisor or wealth advisor.
What is the amount of total fees in % and dollars I will pay or am paying?
Are you a fiduciary?
A fiduciary must act in your best interests when recommending products
Do you adhere to a set buy and hold strategy regardless of the economy and the financial markets?
Will any of my investments go up while other go down?
What is the most that my investments will go down in any one year based on the history of these investments?
What are the different types of risk I am exposed to, and what would the decrease in value be should they occur?
Do you consider my overall wealth plan, or focus only on my investments in stocks and bonds?
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This is financial education only and is not to be taken as personal financial advice since everyone’s situation is different. Learn personal finance and investing basics so you can embrace and lead your wealth with confidence!
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Camille Gaines
Financial Coach
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I really appreciate you watching. Thank you:)
All the Best,
Camille
#FinancialWoman
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