Blog • Wealth Management

How to Hire a Financial Advisor

05.11.10

Custody

The first question to ask is “Who has my money? Hopefully a well-known, third party, public custodian. Online access to your accounts is a must and deposits or checks written out should be made to the name of your account or the third party custodian never to the financial advisory firm or advisor.

Transparency

Are your monthly or quarterly statements coming directly from the third party custodian in addition to those coming form your advisory firm? ...

posted by Rachel Meador on 05.11.10 • comments (0) • Wealth Management