Choosing the right investment advisor for your needs should be much easier than it is.
Unfortunately, much of the investment advice and wealth management industry remains mired in confusing practices, a lack of transparency, and complex terminology that makes it all too easy to end up stuck in the details or lack thereof.
Even very smart, high-net-worth individuals can stumble into solutions that don’t deliver what they expected in terms of the services provided, the resources at their disposal, the fees they’re paying, and the investment vehicles they can access.
