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What type of services are you looking for in a financial advisor?
Cash flow planning
Check all of the services you are interested in receiving from this advisor.
Investable assets to be managed?
Less than $100,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 - $1 million
$1 million - $5 million
Over $5 million
The tendency is to want to overestimate the amount of assets in order to attract a better advisor. Don’t do this. You don’t want to be the biggest client, nor do you want to be the smallest. You want an advisor that is comfortable and knowledgeable in managing assets in your range.
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