Looking to hire a San Mateo investment advisor? Here are some qualities that you should be looking for when making this big decision:

·         Enthusiasm to teach. An advisor should be part-teacher, and they should want to do it! Their job is to educate you on investing as you go along.

·         Integrity. Your San Mateo investment advisor needs to be someone you can trust. You are putting your financial future into the hands of this person, so this consideration is very important. Go with your gut feeling.

·         Negotiable. Any advisor can negotiate rates, and rates are dependent on your level of wealth.

·         Full disclosure. This one is highly important. You need a San Mateo investment advisor that will fully disclose all fees and commissions to you – very clearly. There’s nothing wrong with them getting paid – it’s their job – but there needs to be open communication about these things to be fair to everyone.

These are hardly the only considerations that need to be made, but they are important ones. To reiterate one of these points, go with your gut feeling. If you have doubts, something needs to be done. You want to be comfortable putting your finances in the hands of your San Mateo investment advisor.