Are You Paying Enough Attention to Your Money?
Get My No-Cost Report "14 Questions Every Investor Should Ask Themselves"
Too many investors don’t… especially if they think their financial advisor is!
Registered investment advisors are fiduciaries and must put client interests before their own, but do they?
It is the responsibility of the client to understand exactly how they protect your best interests in concrete terms.
Is your advisor – or the advisor you’re thinking about working with – charging you an annual fee that’s a percentage of your assets’ total value?
If so… what are they doing to earn and to justify that fee?
When you have serious money invested, that fee could siphon away hundreds of thousands, even millions, of dollars over time…
Dollars that could have gone towards your retirement, your children’s or grandchildren’s education, or your lasting legacy.
Is what your advisor's doing for you worth all that extra money could have done for you?
I’m Andrew Parillo. I have more than four decades’ experience as an institutional investor, including 25 years with my own registered investment advisory firm.
To help you determine whether what you’re paying (or are about to pay) your advisor is worth it, I’ve prepared a special no-cost report, 14 Questions Every Investor Should Ask Themselves and Their Current or Future Advisors.
Downloading and reading this no-cost PDF will help you:
- Identify how small percentage differences can significantly affect your wealth over the long term.
- Determine whether your advisor’s compensation truly aligns with your financial well-being.
- Stop overpaying for annual check-ins and minimal work and transform your relationship with an advisor for better returns.
- Gain insights into your risk tolerance and build a resilient portfolio that weathers market volatility and protects your investments.
- Align your investment strategy with your personal goals and values for lasting success.
I’m on a mission to help more long-term investors like you take charge of their own financial situations, andachieve their financial goals in more cost-effective ways.
Take you first step by downloading 14 Questions Every Investor Should Ask Themselves and Their Current or Future Advisors today. Just submit the form below and I'll send your report via email immediately. You'll also get my investing tips via email. Of course, you may unsubscribe at anytime.