My Advisor Charges 2% on My $850k Portfolio and Offers No Tax Advice. Am I Overpaying?

You can also look at other resources such as personal certifications and firm registrations. Certified financial planner (CFP®) professionals and registered investment advisors (RIAs) are two common indicators that an individual and firm are held to a fiduciary standard. (And if you need help finding a fiduciary advisor, this free matching tool can help you.)While somewhat subtle on the surface, these distinctions can significantly impact your experience working with an advisor, the fees you pay and the app ...