Choosing an advisor is a hiring decision — and most people interview harder for a plumber. Our video review gives you the five questions that reveal how any advisor really works, including us. Ask them of everyone.
The five questions
- How are you paid — and what does that cost me in total each year?
- Are you a fiduciary for all of my accounts, in writing?
- What credentials do you hold, and how do you stay current?
- How will my portfolio be managed when markets fall?
- Who answers my call when you are unavailable?
An advisor who welcomes hard questions is usually the one worth keeping.
Our answers, in brief
Harborview consultants are salaried advisors, not commission sellers. Your plan is reviewed annually in writing, your consultant is named, and a specialist team stands behind every recommendation. Bring the five questions to your free consultation — we will answer all of them.
Watch the video review
Ask for a personal walkthrough with our team.
