BACKHow do you know if you are paying too much in investment management fees? How do you know if your portfolio is tax-efficient and appropriately diversified? How do you know how well your portfolio is performing? You ask the right questions. Here are ten simple questions to ask the person providing you with investment management services. The answers will help you determine whether you are positioned to have an excellent investment experience over the long term.
Ten Questions to Ask the Person Managing Your Money
Author:
Passive Capital Management, LLC
Published on: September 1, 2011