Essential questions every investor should ask
Challenge yourself and your broker to determine if you're on the right path, and with the right person.
- What are all the fees and commissions I'm paying, and how do they impact my returns?
- Does my broker encourage me to be actively involved in my investment strategy?
- Do I understand how my broker is compensated?
- Do I feel completely comfortable discussing my personal situation with my broker?
- Is my broker part of a larger team of investment professionals at the firm where other people can help me?
- Do I understand the progress I'm making toward my goals?
- Do I get the level of attention I want from my broker?
Have more questions? We're here to help.
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