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Who is the best financial advisor to go with?
Broker | Best for | Fees |
Facet | Flat fees | Flat fee starting at $2,000 per year |
Vanguard | Low fees | About 0.3% |
Edward Jones | Choosing your own advisor | 0.09% to 0.19% annual portfolio strategy fee, plus annual program fee of 1.35% or less |
Charles Schwab | Customizable services | 0.80% or less |
How much money should you have to get a financial advisor?
Some traditional financial advisors have minimum investment amounts they require to work with clients. These can range from $20,000 to $500,000 or even more. Why? Because their fees need to cover their time and expertise, and managing smaller portfolios may not be cost-effective for them.
Are you better off with a financial advisor?
If you have less than $50,000 of liquid assets, then you may also want to consider going at it on your own, as the fees might not be worth it. With that said, financial advisors can bring a wealth of information and experience to the table that can make a huge difference in your potential return.
Is it worth using a financial advisor?
A financial advisor is worth paying for if they provide help you need, whether because you don't have the time or financial acumen or you simply don't want to deal with your finances. An advisor may be especially valuable if you have complicated finances that would benefit from professional help.
We offer ongoing advice and monitoring of your investments, and can work with you to plan for retirement, college funding, or funding streams of income that ...
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At Inverness Financial Group, we understand that most wealthy individuals benefit from the ongoing advice and discipline of a professional investment manager.
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We provide trusted, client-focused independent financial planning services to guide you as you map out your journey through life.
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