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We are independent advisors, protecting you against fraud or incompetence.

Many people put blind trust in advisors because they lack the expertise to evaluate the quality of the advisor’s work. This can result in disastrous consequences, including the loss of your life savings and your sense of security. You need confirmation that your advisor is doing a good job, earning their fees and acting in your best interests. You need to protect your future.

AdviceCheck conducts independent evaluations of financial advisors on behalf of individuals who want to know how well their investment professionals are performing.

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Your goals

  • What are you trying to achieve and how are you trying to achieve it?
  • What is your vision?
  • What is your investing experience and how do you feel things are going?


Your POrtfolio

  • Is it in line with your goals?
  • Does it fit you?
  • Is it properly constructed?
  • How much risk does it contain and what are those risks?
  • What could derail the plan and prevent you from reaching your objectives?
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  • What have you hired them to do?
  • Are they qualified and what is their commitement to excellence?
  • Are they earning their fees?
  • Are they receiving hidden compensation that you are unaware of?
  • Are they producing the results they should be/could be?
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