#78: Is Your Custodian Messing with Your Money?
The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management
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Show Notes
Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your accounts? In this Dentist Money™ episode, Reese & Ryan discuss the role of a custodian, why it matters who your custodian is, and how investors have lost fortunes by trusting the wrong people. They also explain how custodians get paid and provide tips for protecting yourself from investment fraud.