Advisor Questionnaire

Important Privacy Information: The information and answers you provide on the AdvisorFit questionnaire are emailed directly to the prospect who has expressed an interest in your services. Your completed questionnaire is never displayed online or retained by AdvisorFit. Once the completed questionnaire is emailed to the prospective client, we delete your data.

Step 1 of 7

Hidden
Prospect Email, Hidden Field
Name*
First Last
Company Name*
Website Address*
Email Address*
Address
Street Address Address Line 2 City State ZIP Code

Compensation
What are the sources of your compensation:*
- Fees directly from clients (e.g., flat fees, hourly fees, asset under management fee)
- Commissions from investments (e.g., 12-(b)(1) fees, loads, finder’s fees, placement fees, etc.)
- Commissions from insurance products (e.g., life insurance, annuities)
- Referrals fees
- Bonuses, rewards, prizes from your firm for sales goals
Do you recommend funds with front or back-end loads?*
- Yes
- No
Do you charge separately for your financial planning service and your portfolio management service?*
- Yes
- No
How much do you charge for a typical financial plan?*
For a typical client with $1 million of investable assets, approximately how much would you charge?*
If applicable, please provide a current fee schedule for your services

Advisor Questionnaire

Advisor Questionnaire

Step 1 of 7

Professional Background

Professional Experience

Firm Information

Compensation

Investment Management & Financial Planning

Regulatory/Criminal Background

Relationship Management

Final Thoughts