Site icon Serviss Wealth Management

You and Your Advisor Part 1/3 – Value

When reviewing the fees you pay, a client (you) need to assess what the value is you get from the relationship – it can be WAY more than just the investing part. This takes a leap of faith at the start of a new advisor / client relationship but within in a short time you will be able to feel if there is value or not.

Here are some real world examples of how you can assess if an advisor is adding value to your life. Ask yourself:

If you use this list and have yes answers, then likely, you are on track. Now, what is a fair price or fee an advisor charges… see Part 2 (coming soon)

Exit mobile version