5 signs that your Financial Advisor is not working for your best interest

If your financial advisor …..

  1. Gets paid by the Mutual Funds s/he is recommending
  2. Churns or trades your portfolio a lot
  3. Only shows up to switch your portfolio into the latest best performing funds
  4. Does not track the performance of your portfolio versus your financial goals
  5. Does not provide you with an annual and cumulative return performance

…… you may have a problem!! Learn more on how to select a great financial advisor.

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1 Responses

  • Sampath

    April 5, 2020 AT 07:20

    I’m first time investing lump sum ammont auto pay or self payment how to press this lumpsum