The National Association of Personal Financial Advisors (NAPFA) will happily refer you to a fee-only advisor. Despite their lofty mission, no fewer than two of its recent presidents have been investigated for kickback schemes (one for defrauding clients by secretly putting $47.5 million of client...
You’ll want to ask whether a potential advisor is afiduciary, which requires them to put your interests before their own. Advisors who hold theCertified Financial Planner (CFP)credential are required to act as fiduciaries for their clients. ...
Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is...
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