Thinking of Switching Advisors?

First, organize your financial paperwork, review your portfolio, and then conduct research to the type of advisor or wealth manager you might need.

Just over 40% of consumers surveyed in the US in January / February 2009, say they are ready to switch from their current advisor.  This trend is due to the size of the client base that large advisory firms have been carrying for the past 4-5 years.

Second, look for the right size firm — that has a similar investment philosophy to yours.  Sometimes the best firm is not in your immediate area! 

Good luck with your search for a financial advisor:

Tags: comprehensive financial planning, financial advise, financial advisor, Financial Advisors, financial plan

This entry was posted on Saturday, April 11th, 2009 at 8:55 am and is filed under Compensation Methods for Advisors, Fee-Only Financial Advisors, Financial Advisors, Financial Planning, Retirement Planning. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.