 |
 |
 |
|
|
Home |
|
Is Your Advisor a Fiduciary? |
|
Can your financial advisor answer yes to all the following questions?
1. Are you held to a fiduciary standard in all dealings with me and my financial affairs? Y/N
2. Do you disclose all conflicts of interest both actual and potential that exist now or might exist in the future? Y/N
3. Do you forego any type of commission based compensation in favor of receiving all compensation via fees that are disclosed in dollar terms? Y/N
4. Do you provide full comprehensive financial planning or are you simply doing my investments?
5. Are you a Certified Financial Planner? Y/N |
|
|
| 3737 5th Ave, Suite 201 | Phone: (619) 209-6565 |
| San Diego, CA 92103 | Email: ted@feeonlyadvisor.com |