WebMar 22, 2024 · Knowing what questions to ask your wealth manager is one of the first steps in selecting the right manager for your wealth—and having the right answers to see if they meet your financial objectives. If you choose wisely, your wealth management firm can guide your financial strategy as you build, preserve, and eventually pass on your wealth. Web2 days ago · As you consider your options, these are the questions you should ask an advisor to ensure you make the right choice. Graham Miller, CFP® is a SmartAsset financial planning columnist and answers ...
Top 25 Questions Your Financial Advisor Should Be Asking You
WebMar 2, 2024 · The most important questions that you can consider asking your financial advisor in your first meeting are going to depend on your personal situation and where … WebJan 14, 2024 · For example, if your advisor manages $200,000 of your money and charges 1% of the assets under management (AUM), then you will pay them $2,000 per year to … how many hours from ibadan to akure
Ned Vedo - Financial Advisor & Owner - Insurance …
WebSep 17, 2024 · Though many advisors will market themselves as a fiduciary, this may not always be the case. It is recommended that for your own interests you should make sure your financial advisor has a fiduciary responsibility to you – you should be able to ask them about this and get your answer in writing. 3. WebJul 14, 2024 · Fundamentally you will be placing a lot of trust in your adviser and you want to have a good affinity with them. If you do not enjoy the interactions with your adviser or feel you can’t be 100% honest about your current situation, that is a common sign the relationship isn’t as good as it could be. 2. WebMar 13, 2024 · The payments are usually made twice yearly, once per term, in a process called “disbursement.”. Financial aid is first applied to the tuition and fees. If you are living in college housing, the financial aid will also be applied to room and board. Any remaining credit balance is “refunded” to the student within 14 days. how many hours from ghana to australia