10 Reasons Why You Should Consider Changing Your Financial Advisor

1.????? Limited understanding of portfolio construction and generic 60/40 portfolios that have a very inconsistent track record

2.????? Mutual funds that cost you up to one percent in fees on top of the advisory fee.

3.????? Conflicts of interest, is your advisor doing what’s right for you or their firm? Check incentive structures.

4.????? Your assets have grown past a basic financial advisor with no institutional asset management experience

5.????? Very limited true investment experience, most advisors don’t even build their own portfolios and have no experience outside of stocks and bonds.

6.????? Wrong focus, financial plans are forward looking models and have many assumptions and need to be changed every few years

7.????? Lack of communication, if you’re not worth $10m, then your advisor may not be easily accessible

8.????? Your portfolio is filled with in house products, are they true independent fiduciaries?

9.????? Your advisor doesn’t offer tax and estate planning services.

10.?? Poor performance, does your advisor understand the drivers of long term performance and asset allocation?

1. You have no alternative investments in your portfolio that may provide higher returns and further risk reduction?

Analog Capital Partners

Book a free consultation now: https://analog.as.me/schedule/28267d72/appointment/37925223/calendar/7350729