FAQs Questions I thought you should ask yourself: •How is your current advisor compensated? •Do you feel like you are being sold an investment or actually investing? •Are you comfortable with the management of your assets? •What is your approximate asset allocation, and when was the last time the allocation was re-balanced? •Is your investment policy statement being followed and renewed/reviewed? •How important is performance on a scale of 1-10? •Does your wrap account fee include fixed income and cash positions? •What qualities do you like about your advisor, what qualities do you dislike? •Name 3 reasons you invest where you do… •Have you ever met face to face with your investment manager (not your advisor)?