Do you know how much you’re paying your Investment Advisor, Financial Planner?
If you don’t currently have an Advisor or Planner, is figuring out those costs what’s holding you back?
Here are the top 10 key questions to ask to get the answers you need:
- What are the fees paid to you, my advisor? Please explain both in percentage and dollar value terms.
- Please list all services you provide to clients like me in exchange for fees charged.
- Deferred sales charge (DSC) Mutual funds – Do I own any of these and if so, why?
- What are the fees I’m paying on my investments? In addition to the fees I pay you my advisor what are the fees embedded in the investment product I own? How much are they and how do they compare to the average for products of the same type in the same category?
- Am I paying an annual administration fee?
- How much am I paying on my registered accounts ie retirement savings, retirement income fund, tax-free saving, or registered education savings plan?
- What am I paying to buy or sell stocks, ETF’s, bonds and mutual funds?
- What am I paying to withdraw money from my accounts?
- What fees would apply if I moved my account?
- Are there any other costs passed on to me that we haven’t discussed?
For expert help, contact Vanessa Benedict
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