u/Arian_karandish

Hi everyone,

For people who considered using a financial advisor, wealth manager, or investment counselling service:

• How did you choose the person or firm?
• How often can you reach out to them, and do they provide enough value for the time you get with them?
• What parts feel frustrating or unclear?
• How do you trust the performance?

If you can answer any of these, it would be really helpful.

Thanks.