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How to Select an Investment Adviser

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How to Select an Investment Adviser

417 views October 26, 2014 10:34

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Channelthe Annuity Slayer

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Hire a fee-ONLY fiduciary adviser on a ONE-time or ONE-task basis. Avoid fee-BASED advisers. Avoid asset managers who constantly "manage" your account and of course constantly bill you. I recommend NAPFA.org for help in selecting an adviser.

This video does not constitute investing, tax or legal advice. Do your own due diligence and hire the appropriate professional.

Related links: forbes.com/sites/rickferri/2012/08/20/index-fun…

pressroom.vanguard.com/content/press_release/Va…

If you need money advice then hire a fee-only fiduciary on a one-time or one-task basis. This video is not intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy, hold or sell, or as an endorsement, of any company, security, fund, product or other offering.

About this tutorial

the Annuity Slayer published this 10:34 video tutorial on October 26, 2014. It has been watched 417 times on YouTube.

Category
Education
Duration
10:34
Published
October 26, 2014
Views
417
Likes
9

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