Advisors are worth up to four times the 1% fee they typically charge on assets under management, according to Russell Investments’ annual study on the value of a financial advisor. In the past four years of this study, we have concluded that the value an advisor delivers to their clients materially exceeds the 1% fee they typically charge for their services.
The way to improve your fiscal behavior, is to work with a qualified fiduciary financial planner. With improved fiscal behavior an investor is less likely to make the types of mistakes many people make that can sabotage their financial success. The real value in working with a fiduciary financial life planner goes well beyond investment returns. Juggling all your financial puzzle pieces can be stressful and time consuming. Having a trusted Financial Planner to help you with all of this can be a huge weight off your shoulders.
In 2017, we assess the value of an advisor to be approximately 4.04%. Click below to learn why.