How do You Rate Your Advisor?
You did your homework. You used an objective approach. You considered your advisor’s experience, compliance record, fee structure, and certifications before making your decision. The firm held up to your due diligence, so you took the big step and placed your hard-earned assets with your new advisor to manage. Now what? How do you rate their work?
Getting an A
Getting a D or F
Getting a C
Getting a B
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