Research
The Added Value of
Financial Advisors
Vanguard research on how advisors add value through portfolio construction, planning, and behavioral coaching.
The value of advice
The Value Of An Advisor
A study by Vanguard showed that hiring an advisor can help you achieve up to 3% better returns over time compared to investing on your own.
$1,693,177
No Advisor
vs
$0
With An Advisor*
*View Source: Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years.
Loading document…
Key takeaways
- Vanguard research estimates advisors may add about 3% in net portfolio value over time.
- Value comes from portfolio construction, wealth management, and behavioral coaching.
- The right guidance can help investors stay disciplined through market volatility.
- Advisor value varies by individual circumstances, goals, and financial complexity.
Having trouble viewing the document? Open the PDF directly.
See how these principles apply to your situation
Schedule a conversation with our team to discuss your goals and how disciplined planning can help you stay on track.