

How does a fee-only advisor's compensation structure align with client interests?
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what does a wealth advisor do
- How does inflation erode the purchasing power of money over time? What are the current trends in wealth management?
- What are the costs of long-term care?
- Progress towards achieving clients' financial goals.
- Do they have a history of disciplinary actions?
- Providing guidance on asset allocation within these accounts.
- A focus on long-term growth rather than short-term market fluctuations.
- Determining income needs in retirement.
- Can they help with impact investing?
- What strategies do they use to protect client portfolios during downturns?
- What are the benefits of online client portals and mobile apps?
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