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 illustrated in the report.

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