An Insider’s Guide: How to Choose a Wealth Manager (PDF book)

The goal of this guide is not to tell readers what to do. It is to give them the vocabulary and framework to ask the right questions - and evaluate the answers they receive.

Industry research shows nearly three in four (73%) investors can’t account for what they’re actually paying in fees to their advisor. On a $1 million portfolio, the difference between a well-structured advisory relationship and a poorly-disclosed one can exceed $10,000 per year in fees - compounding silently for decades. This guide gives you the framework to find out, and the questions to ask before you sign anything.