Top Questions To Ask A Financial Advisor

Choosing a financial advisor is an important element of securing your financial future. Following are some of the top questions you should be asking us or other advisors in your search.

Who are your clients?
Why do your clients typically seek your advice?
Why choose SageVest Wealth Management?
What can I expect while working with SageVest Wealth Management?
What is your investment process?
What is 'fiduciary' and why is it important?
Do your advisors hold any designations?
What does 'fee only' mean?
How do you charge for your services?
Do you take physical custody of my assets?
Are you regulated?
How do I get started?

Make a wise investment in your future today.

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