Hans Kasper, MS-CPA, PS

Recommended Investment Advisors
 

How to choose an investment advisor by asking the following questions.

• What is your investing process?

• How often will we meet with you to review the portfolio?

• How do you get paid?

• What are the commissions on the investments you are proposing or are you a fee based advisor?

• If you are a fee based advisor, what is your fee structure?

• How do you measure my risk tolerance?

• Do I need an investment advisor?

• What is the minimum size of portfolio that you accept?

Please contact the following investment advisors and ask the above questions.

Teresa Starman
Investment Advisor Representative
Edward Jones
Bothell WA
425-481-0494
teresa.starman@edwardjones.com

Mark Sigl
Investment Advisor Representative
Merrill Lynch / Bank of America
Bothell WA
425-415-0010
mark.sigl@ml.com