1.What information is necessary before a financial advisor can build an investment portfolio for his client?
Question:
The most important thing is for the financial advisor to know the client's goals and risk tolerance. The portfolio is going to be radically different if the client is for saving for a down-payment for a house or for their retirement 30 years away.
he will need information of your total worth and how much of it you have to invest
More Related Questions & Answers...