by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor
One of the questions that many many people are confused by when it comes to financial advisors, is when do you call a financial adviser. The time to contact a financial adviser is whenever you have a major life event. Whenever you have the birth of a child, a...
by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor
One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether it’s written or whether it’s...
by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor
What are the fees to use a financial adviser? The fees to use a financial advisor can be anywhere from well under 1% to over 2%, and they can depend upon the types of Investments that you’re investing in, and the total amount of money that you have...
by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor
Three ways you can lower fees with a financial adviser. Number one, bundle things together. Just like with an insurance relationship, if you can put all of your Investments accounts together with the same advisor, you can typically give the adviser the ability...
by Pat Haggerty | Dec 18, 2023 | FAQs: Working with a Financial Advisor
How much money do I need to use a financial adviser is a question that I asked all the time. There are two numbers that could help make this decision. Number one, if you’re earning over $231,000 a year, that puts you at the highest federal tax bracket,...
