Curious about personalized investment
Can I have control over my personalized investment portfolio or is it managed by the advisor?
In personalized investment, you can have varying degrees of control over your portfolio depending on the type of service you choose. With a fullservice financial advisor, you may delegate full control to the advisor. On the other hand, with a roboadvisor or selfdirected platform, you may have more control over your investments. It's important to discuss your preferences and expectations with your financial advisor to ensure that you receive the level of control that you desire.