Tag Archives: best financial advisors

According to a recent Vanguard study, the right financial advisor can add up to 3.75% of value to your portfolio but, with 310,000 investment advisors in the United States, how do you find one that is independent and that will serve your interests?

Let’s take a look at some of the common misconceptions about working with a financial advisor that are being proven to be no longer true.

Below is a summary of the criteria I would want to find in an Investment Advisor. It is a demanding "wish list" so if you know of such an individual please let me know. Words: 640