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Most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.Morgan Stanley Investment Management does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.© Eaton Vance Management. All rights reserved.Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY

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AdamBernthal Plante Moran Financial Advisors CRD#6354089 Investment Advisor in Chicago, IL About this Advisor Adam Bernthal is a financial advisor based in Chicago, Illinois, working with Plante Moran Financial Advisors. Adam has previously held a position at Plante Moran Financial Advisors. Adam has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Michigan.Currently, Adam is part of Plante Moran Financial Advisors, which operates out of Chicago, Illinois. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 IL Average: $943,424,332 Total Number of Employees 141 IL Average: 21 Total Number of Accounts 16,708 IL Average: 1,586 Average Account Size $1,163,041 IL Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Adam Bernthal Work History 2014 - Present (11 years) Plante Moran Financial Advisors Disclosures Please visit the SEC profile of Adam Bernthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact [email protected]. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles. This profile may include a firm or advisor that has a business relationship with. Financial advisors Best financial advisors How to choose a financial advisor Financial advisor fees. Empower Personal Dashboard, Download the app. Software tools for financial advisor for excel, free download software and advisor for, financial advisor, Home. financial advisor for excel. Windows Softwares. Softs Home; Loan Advisor

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To get the most value from your financial advisor, you must ask the right questions.Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs. During financial and retirement planning sessions, you can lean on pointed queries to reveal assumptions that should be refined. And in your annual reviews, targeted questions can uncover what’s really working in your financial plan.Here are 16 key questions to ask a financial advisor — in the first interview, during retirement planning sessions, and in your year-end financial reviews.Your First Financial Advisor Interview1. How Will Our Advisor-Client Relationship Work?Your goal here is to understand how often you'll talk with your advisor in person, online, or over the phone. There are two points to verify in this conversation: how much time your advisor needs from you and how much time you need from your advisor.Early on your financial advisor interview, confirm how often you can expect to talk with your advisor in person, online, or over the phone. gettyYour advisor will ask you to carve out time for planning discussions and financial decision-making. If you can't fit those conversations into your schedule, your financial momentum will suffer.On the other hand, you may need more contact with your advisor than the average client. Say you tend to panic when the stock market dips. In that case, you'd probably benefit from a reassuring phone call now and then. The right financial advisor for you must be open to those unscheduled conversations.2. How Do You Get Paid?Advisors earn through stated fees, commissions, or both. You pay the stated fees and other partners pay commissions.Commissions are an important topic of discussion because they create conflicts of interest. Your advisor should be recommending financial products that benefit you, regardless of the commission opportunity. But unethical advisors may put themselves first by pushing products primarily to pad their own income.If an advisor earns commissions, ask how he or she handles conflicts of interest. Generally, you want an advisor who’s transparent about these conflicts.ForbesDo I Need A Financial Advisor Or Should I Go It Alone?3. Are You a Fiduciary?There are two standards of conduct that help financial advisors and their clients manage conflicts of interest: fiduciary duty and best interest.Fiduciary advisors put their clients' needs above their own. In practice, fiduciaries avoid conflicts of interest, usually by not selling commission-based products. They are ethically bound to make recommendations that best match the client's financial situation and goals — even if that results in lower income for the advisor.The SEC's best-interest standard is slightly more lenient than the fiduciary standard. Under the best-interest protocol, your advisor should only propose financial products that are the most appropriate

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Rate cuts? Is the stock market getting ahead of itself? | Ameriprise Financial Stocks hit new records as policymakers face challenging task ahead Have subdued inflation readings changed the market narrative? Tariffs: Q&A The uneasy dance between The Fed and markets continues The opportunity in India? Where do markets stand five years after pre-covid-19 highs? Will tech stocks continue to lead the market? Market research center | Ameriprise Financial Market Volatility Resources Audiocasts: market and financial planning insights Podcast: market and financial planning insights The value of personal financial planning Financial advisor costs and fees Goal-based advice How to find a financial advisor you can trust How can a financial advisor help me? Why Choose Ameriprise Financial | Ameriprise Financial Ameriprise Financial Reviews Ameriprise vs. other financial advisor companies: how do we compare Get to know Ameriprise Confidence in Retirement Planning Find a CFP | Certified retirement financial advisor near me Working with a financial advisor | Ameriprise Financial Changing financial advisors Online Financial Tracker & Tools Your first meeting with a financial advisor Working with the Virtual Advice Team Legal Text Messaging Program Terms and Conditions Business continuity and crisis management program Candidate Privacy Notices Ameriprise Client Relationship Summary | Ameriprise Financial Corporate entities and important disclosures Terms of use Privacy, Security and Fraud Center Fraud reporting and prevention Common types of financial fraud and scams 7 steps to help protect loved ones from financial fraud Tax identity theft prevention checklist How we safeguard your information online Identifying phishing

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ChristaLeson Plante Moran Financial Advisors CRD#6941589 Investment Advisor in El Paso, TX About this Advisor Christa Leson is a financial advisor based in El Paso, Texas, working with Plante Moran Financial Advisors. Christa has previously held positions at Plante Moran Financial Advisors and St Cloud State University. Christa has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas.Currently, Christa is part of Plante Moran Financial Advisors, which operates out of El Paso, Texas. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 TX Average: $943,424,332 Total Number of Employees 141 TX Average: 21 Total Number of Accounts 16,708 TX Average: 1,586 Average Account Size $1,163,041 TX Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Christa Leson Work History 2017 - Present (8 years) Plante Moran Financial Advisors 2016 - 2017 (1 year) St Cloud State University 2016 - 2016 ( Plante Moran Financial Advisors 2015 - 2016 (1 year) St Cloud State Univerity 2014 - 2015 (1 year) St Cloud State University 2013 - 2017 (4 years) St Cloud State University Disclosures Please visit the SEC profile of Christa Leson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. Financial Advisors at Plante Moran Financial Advisors The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from. Financial advisors Best financial advisors How to choose a financial advisor Financial advisor fees. Empower Personal Dashboard, Download the app. Software tools for financial advisor for excel, free download software and advisor for, financial advisor, Home. financial advisor for excel. Windows Softwares. Softs Home; Loan Advisor