How to choose a financial advisor that's right for you

Choosing between financial advisors

Do you need a set-fee or full-service advisor?




Do it yourself investors are proactive and know exactly what they want. Everyone else should consider getting a financial advisor to help them achieve their monetary goals. Whether you need a set-fee advisor or full-service advisor depends on the level of guidance you’re looking for.

      Play: What kind of advisor do you need?

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