Do You Trust the Person/Firm That is Managing Your Portfolio?

Brian answers questions regarding what you should do if you suspect that the financial advisor, and/or the firm that they work under, is mismanaging your money OR If you are currently seeking advisory services, what you should do before you hire a firm/financial advisor. REMEMBER: Fee-Only fiduciary money managers are the ONLY advisors that you should work with because they are legally obligated to work in a client’s best interest, 100% of the time.

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