Ziay!

Peggy

I wonder how other people feel about having a personal finance consultant to manage their wealth. How many have the service? How long they stay with the same consultant? Are people satisified with their consultant? Thank you.

teehee

Nobody cares more about your money than you. It's a fact, always remember it.

Most financial consultants and money managers will recommend (make you buy) services provided by their company. They skim off the top a percentage of your wealth on an annual basis. If you need financial advice, you should find a flat fee-based consultant who won't try selling you services of his employer. Make sure to agree on the fee before any discussions take place.

I think you should only hire them when you run into things only a certified financial professional would know about.