otae.com

How do I assess the performance of my financial advisor

Sure! Here are three different ways you could assess your financial advisor's performance:

**Review Your Goals**: Start by looking at your financial goals. Are you on track to meet them? Check if your advisor has helped you make progress towards your savings, investments, or retirement plans. If you’re not seeing the results you expected, it might be time to have a chat with them.

**Compare Returns**: Take a look at how your investments are performing compared to the market or similar benchmarks. If your advisor's returns are consistently below average, that could be a red flag. Just make sure to consider the level of risk you agreed upon, too!