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Selecting a Financial Advisor

Selecting a Financial Advisor

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Chief Fiduciary Officer Pamela Lucina and Director of Women & Wealth Steph Wagner discuss key qualities that high net worth individuals should seek out in a financial advisor.

It is important to consider both the quantitative and qualitative factors when assessing a potential advisor:

  • Quantitative: What are their credentials? What is their client-to-advisor ratio? Are they a fiduciary? What are their fees?

  • Qualitative: Do they listen to me? Do they ask me insightful questions? Do they hide behind jargon? Do they scenario-plan and give me confidence to make decisions?

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This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel.  All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.