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