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Empower - Learning center - Investing - Working with an advisor

Working with an advisor

When it comes to retirement planning, many people could use a little help. Consider working with a financial professional to discover what investment options make the most sense for you and how they fit into your overall financial plan.

Five key tasks a financial professional can help you with:

Ask about fees

Generally, investors pay for services in one of three ways:

  1. As a percentage of assets under management
  2. Commissions
  3. Hourly, flat rate or retainer fees

The SEC recommends that you get a full explanation of payment arrangements before you enter into a relationship with a financial professional.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.