COSTS AND FEES
You will learn why the costs and fees are not the same things.
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You will learn why the costs and fees are not the same things.
Why your financial advisor’s first question shouldn’t be about your ‘Risk Tolerance’.
Why you shouldn’t be confident your advisor’s plan will withstand market fluctuations because you’re well-diversified.
Smart investing is about asset allocation, driven by your goals – not by Wall Street methods and beliefs.
There is no debate between active and passive managers. Not if you want confidence and assurance that you’re going to make more money over many years.
Your goals will change. Your plan will fail. And fail again. And again. What does your advisor plan to do when your life situation changes?
Founder
Co-Founder
When you’re looking for someone to manage millions of dollars you’ve spent a lifetime working for, you can’t risk entrusting it to anyone who does not put your best interests first at all times and in all decisions.
The ultimate guide to choosing the best financial advisor for investors with $10 Million to $500 Million in liquid assets is available as a free e-book during a limited time.
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