How often should an investments manager be in touch?

Posted by admin
motomanmatt asked:


I use a financial planner, and he manages my investments - $140,000 in stocks and mutual funds. Over the course of a year how often should he be in touch?

BRADY
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This entry was posted on Friday, December 11th, 2009 at 4:53 am and is filed under Incomes. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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One Response to “How often should an investments manager be in touch?”

  1. DANA Says:
    December 13th, 2009 at 1:45 pm

    TOMMIE

    Once a month to go over your statement unless something new developes with your stocks