Have a question? Ask an expert
Karn Toor Financial AdvisorMutual Funds Investment Specialist
Financial Advisor
Mutual Funds Investment Specialist
Our team of experienced professionals are here to answer any questions you may have.
Know what to ask and why
One of the key things you should know when starting to work with a financial planner or investment advisor is how they get paid for their services. This video explains the four basic types of compensation plans for planners and advisors, and the implications of each for your relationship.
Watch this video to find out how advisor compensation plans work, so you’ll know what to ask and why. Get informed so that you find the right fit with your advisor, create a greater level of trust, and build a relationship that is collaborative and mutually beneficial.
You may also be interested in:
Financial Planning
Nine reasons why financial planning is important
Financial planning helps you determine your short- and long-term financial goals and create an action plan to achieve them.
Financial Planning
The value of a financial advisor
A financial advisor can help you achieve your goals. Discover the benefits of working with an advisor and how to get the most from your relationship.
