- Jan 4, 2018
- 1 min
The value of a financial advisor? 3%
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 illustrate
