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Many financial advisors now offer virtual services via Zoom, email or over the phone. Even if it’s not advertised, an advisor might be willing to work with you online if you contact them and ask.
An independent financial advisor can help with investments, insurance or other planning. ... Confirming if an advisor is a legal fiduciary can help determine independent financial advisor status ...
Fee-only advisors: A fee-only advisor charges a fee for their services, typically hourly or annually. Notably, fee-only advisors do not earn commissions on the sale of investment products to clients.
In your research, you may identify financial advisors who label themselves as fiduciaries. Read More: 10 Genius Things Warren Buffett Says To Do With Your Money Try This: 9 Things You Must Do To ...
An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...
Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725benchmarkguide.com has been visited by 10K+ users in the past month