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.

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