The value of a financial advisor? 3%

January 4, 2018

A recent study conducted by the Vanguard Group estimates that financial advisors can add annually up to 3% net of fees to the returns of private clients (*). 

 

  • Coaching you and your family

  • Tax efficiently locating your assets

  • Pursuing cost efficiencies 

  • Generating superior performance 

  • Allocating your assets and rebalancing your portfolio

  • Managing risks

 

(*) We subscribe to the approach described in the Vanguard paper; however, our results may be different from the ones illustrated in the report.

Please reload

Featured Posts

Retirement Planning in the Trump Era

May 15, 2017

Is retirement planning any different under Trump? Watch our CEO, Michael Livian, discuss with a panel of experts to find the answer.

1/2
Please reload

Recent Posts

February 7, 2019

January 31, 2019

December 6, 2018

Please reload

Archive