Replying to Avatar Doug Brown

Intro meeting with a financial advisor today (wife’s request, not mine). What kind of questions should I ask besides the obvious about hard money?
Avatar
elsat 2y ago

Show me your portfolio distribution

Show me your returns the past 10 years normalized to money growth

What is your debt ratio

What percentage is 🌽of your savings

Reply to this note

Please Login to reply.

Discussion

Avatar
Doug Brown 2y ago

When you say debt ratio, are you talking like bond make-up? Ie 60/40 split?

Avatar
Doug Brown 2y ago

Oh scratch that. I was thinking of something else. This is a big firm so that I can find publicly. But good to hit on too to see if it matches closely.

Avatar
elsat 2y ago

No. I was not clear. Ask the personal debt to income ratio of the human financial advisor.