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People Also Ask

01-Question
Please discuss this with the Advisor you have chosen for your financial needs. We are no way involved in it.
02-Question
Financial Advisors typically provide clients/customers with products and services. Financial Advisors may wear multiple hats, depending on the licenses they hold and the training they have. For example, an insurance agent may be qualified to sell you both life insurance and variable annuities. A broker may also be a financial planner.
03-Question
Percentage fee: This is the most common way for advisers to charge, perhaps because it most closely resembles how they used to charge under the commission model. It's based on a percentage of the money you want advice on or managed.Fixed fee per service: These fees are charged each time you go to the adviser for different 'projects', such as consol