When to be Wary
Be careful in selecting a qualified professional to
assist you. Some warning signs to look for:
- Vague ideas or plans. Qualified professionals should
be willing to discuss in detail what they will do for you and the plan.
- Undue promotion of certain funds. They should address
the selection and monitoring process rather than promote funds with
impressive recent track records.
- Reluctance to discuss compensation. Qualified professionals
should be open to discussing their compensation.