Being transparent is a must but being straightforward with fees makes it easy to understand precisely what you are paying. There will be no convolution and financial jargon that keeps you wondering what the costs are. Learn more about pricing and the difference between "fee-based" & "fee-only."

Learn more on why some Risk Tolerance Questionnaires don’t capture all four spectrums of your Risk Profile. They either capture your emotional comfort to risk or just the level of risk you can afford. Two more aspects need to be considered to understand your Risk Profile fully.