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Should You Be Using a Financial Advisor?
research shows an advisor could increase your returns by
$ 1,731,060
over a 25 year period.*
Prefer to Trust a Professional With Your Wealth?
Match with a vetted fiduciary financial advisor who fits your goals and needs. It’s fast, free, and no-obligation.
A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
