How to figure out if the financial adviser is doing a good job
Tim Parker, certified financial planner at Regency Wealth Management says, “The manager shouldn’t be measured by the income generated if it’s a growth portfolio, rather by total return and versus benchmarks,” adding that “it’s a good idea to discuss your concerns with the adviser to learn more about the thoughts behind the way the portfolio was constructed.”
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Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.