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| Investment Advisors | | | Many people lack the time, knowledge and inclination to manage their own portfolios.
Even those with the sense to buy and hold shares must select a portfolio that offers the highest potential returns at the lowest risk, and that requires research and experience.
One strategy is to do it yourself, but with some advice from an expert at the beginning and at regular intervals when the portfolio needs adjusting.
Check whether advisors prefer to be paid by the client or live on commissions.
Where any fee is payable, this must be fully explained in advance (normally fees are charged by the hour or as a percentage of your portfolio).
For 'full service' advise, where an investor hands over responsibility for their portfolio to a private client advisor, fees are generally higher, but many people find the money worth spending to lift the burden of doing it themselves.
Regardless of the level of advice you are seeking, it pays to look for advisors that charge performance-based fees rather than fixed fees. | | | | | | Equity Investment Advisors Limited | | FPIA | | Gareth Morgan Investments | | Money Managers | | New Zealand Financial Planning Ltd | | Planit | | Wealthy & Wise |
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