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Differences between an investment advisor and a Financial Planner
Do you know the differences between an investment advisor and a Financial Planner?
An investment advisor manages your investments for you and can advise you on any type of security.
His employer is a registered business with regulators as a portfolio manager.
They often work exclusively with very wealthy clients who have at least $ 250,000 to invest.
Some others accept sometimes smaller portfolios. (Maxim Financial , Anh Thomas Investment)
A financial planner works with his/her clients to create a Financial that helps him or her to reach his/her goals. The planner can give advice on financial planning, risk management, investment planning, tax planning, retirement planning, and estate planning.
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