7 Mistakes When Hiring a Financial Advisor ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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7 Mistakes When Hiring a Financial Advisor | Try SmartAsset's Financial Advisor Matching Tool Hire a pro. Find and compare vetted financial advisors serving your area, each legally bound to work in your best interest. | SmartAsset
122 E 42nd St #4300, New York, NY 10168 | This is a hypothetical example and is not representative of any specific security. Actual results when working
with a financial advisor will vary.
This scenario is for illustrative purposes only and does not represent an actual client. Results may vary.
This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal.
Working with an adviser may come with potential downsides such as payment of fees (which will reduce
returns). Past performance is not a guarantee of future results. There are no guarantees that working with an
adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential
conflicts of interest.
SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice
(Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a
regulatory body in the United States). The article and opinions in this publication are for general information
only and are not intended to provide specific advice or recommendations for any individual. We suggest that
you consult your accountant, tax, or legal advisor with regard to your individual situation.
SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is
registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's
services are limited to referring users to third party advisers registered or chartered as fiduciaries
("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching
platform based on information gathered from users through our online questionnaire. SmartAsset receives
compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any
Adviser, participate in the management of any user's account by an Adviser or provide advice regarding
specific investments.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial
advisors.
Sources:
"The Value of a Financial Advisor: What's It Really Worth?" SmartAsset (Nov. 2024) |
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