Free Resource
5 Questions Every High-Net-Worth Household Should Be Asking Their Advisor
Most households at three to thirty million in net worth can't answer these five questions about their current advisor relationship. We can. So can any advisor worth their fee. Use this list before your next review meeting — with us or with anyone.
Why these five questions
At $3M–$30M of net worth, the cost of an underperforming advisor relationship isn't a few basis points — it's missed tax strategy, uncoordinated estate planning, and decisions made in isolation that should have been made as a team. The hard part is that most underperforming relationships look fine from the outside. Polite quarterly meetings. Reasonable returns. No obvious problems.
These five questions are designed to surface what's actually happening underneath. Every question is one your advisor should be able to answer without preparation — and one we'd expect to be asked ourselves. There's no gotcha here. Just five conversations a household at this net worth deserves to have.
Use this list at your next review meeting — with us or with anyone.
The five questions
Question 1 of 5
How does my fee change as my net worth grows? Show me the math at $3M, $10M, and $20M — in dollars, not percentages.
Question 2 of 5
What specifically do you do for me that I couldn't reasonably do myself with 4 hours per quarter and good software?
Question 3 of 5
When was the last time you proactively brought me a tax-savings opportunity I wasn't already aware of?
Question 4 of 5
If I died tomorrow, who would my spouse call first — and is that person on speed dial in your office?
Question 5 of 5
How do you coordinate with my CPA, estate attorney, and insurance broker — and who's responsible when that coordination fails?
Knowing the questions is the easy half. The harder half is knowing what a strong answer to each one actually sounds like — so you can tell real substance from a polished deflection. That's in the free one-page PDF below, along with a simple way to score where your current advisor stands.
What does a good answer actually sound like?
The free one-page PDF gives you a strong-answer benchmark for all five questions — plus a quick way to score where your current advisor stands.
Enter your name and email and I'll send the single-page PDF to your inbox within 60 seconds. No spam. No sales pitch. Bring it to your next review.
Ready to design the life this money is supposed to fund?
Book a 15-minute intro call. No pitch. No pressure. Just a conversation about what matters to you.
Book Your Intro Call