Most people would consider Vanguard to be the prototypical “do it yourself” investment house. However, Vanguard recently published a very interesting white paper summarizing how a good advisor can potentially add about 3 percent in net returns to a client’s portfolio every year. The chart below illustrates how that potential 3 percent can be generated:
While we agree these are many of the areas in which an advisor can add value, there are other important considerations, including how an advisor gets paid, what financial planning services they offer, and whether they operate as fiduciaries. If you have questions on this whitepaper or anything else, please don’t hesitate to email or call us if we can be of service. firstname.lastname@example.org | (484) 320-7446.
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