440 East Huntington Drive
Please click here for a one page PDF on Ten Questions to Ask Your Advisor
Before engaging a financial advisor, consider asking the following 10 questions:
1. Why did you choose this career?2. What are your qualifications?3. Are you a Fiduciary?4. What services do you offer?5. Tell me about your firm?6. What is your investment philosophy?7. Who are your investment partners?8. What expenses will I pay?9. What organizations do you belong to?10. Tell me more about you?