5 Questions to Ask Your Financial Advisor

Updated: Apr 15

Invisor Financial discusses 5 questions every person should ask their financial advisor or advisor they are thinking about working with.


Advisors are either held to a fiduciary or suitability standard. The difference is, Fiduciaries are legally required to always act in their client’s best interest, while an advisor held to a suitability standard is never required to act in their client’s best interest.


Is your advisor a Fiduciary?



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