• Upasana Mondal

Fee Only vs Fee based Advisors


Fee only vs fee based advisors, choosing your financial advisor, independent investment advisor, RIA

Once you have realised the need of meeting a financial advisor, if you havent met one yet, you are faced with the big question of how to choose a financial advisor. There are various ways of getting to the one that can help you based on your requirements. Your financial advisor has to be a registered investment advisor (RIA) with SEBI which means he/she fulfills a set of criteria mandated by SEBI. This should fairly narrow out your search. If its not already mentioned on their details, you can ask them directly. SEBI has a list of all registered investment advisors if you want to go one step further to check their credentials. Here's the link: List of Registered Investment Advisors as per SEBI.

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