How Do I Choose The Right Advisor?

By Schwab Custom Content

How Do I Choose The Right Advisor?

To choose an advisor you feel comfortable with – both personally and professionally – it’s smart to take your time, talk face to face, and ask the right questions.

Are you looking for your first investment advisor? Or do you feel that your current advisor no longer meets your needs? The booklet below can help you ask the right questions to make an informed choice.

Click to read booklet >

This content is made available and managed by Charles Schwab & Co., Inc. (“Schwab”). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives use Schwab for custody, trading, and operational support. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. Registration does not imply a certain level of skill or training. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.

©2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC0511789 (0516-FDVC) MKT91806-00 (06/16) 0016648

 

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These advisors custody with Schwab Advisor Services™ and were not compensated for their comments. Schwab paid travel-related costs.

The Independent Difference campaign is brought to you compliments of Charles Schwab & Co., Inc. The sole purpose of this campaign is to help educate investors about working with an RIA. Clients should evaluate an RIA based on their own particular needs.

Each Registered Investment Advisor (“RIA”) in the Directory is responsible for the content of its own listing, has voluntarily agreed to be included, and does not pay or receive any compensation from Schwab to include their listing in the Directory. However, Schwab does benefit from RIAs opening client accounts and maintaining their client accounts with Schwab. RIAs may have multiple listings if they operate from multiple office locations.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Charles Schwab & Co., Inc. (“Schwab”), Member SIPC., is a separate but affiliated company and subsidiary of The Charles Schwab Corporation. (0324-NBYY)

©2024 Charles Schwab & Co., Inc. All rights reserved.