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Value of an Advisor

Source: Putting A Value On Your Value: Quantifying Vanguard Advisor’s Alpha

Vanguard Advisor Alpha
An advisor’s value can be added through a combination of portfolio construction techniques, using better wealth management practices, and coaching through different market environments to make sure no shortsighted decisions are made.

Asset Allocation Using Diversified ETFs And / Or Mutual Funds
Proper asset allocation delivers significant value but is difficult to quantify with a broad brush due to the unique investor profiles for each investor. (Potential value: > 0% of your portfolio).

Being Mindful Of Fees
Simply put, the more your investments cost, the greater the dent in your returns. (Potential value: up to 0.45% of your portfolio)

Managing The Asset Allocation With Taxes In Mind
Properly investing assets in both taxable and tax-deferred accounts is another way advisors can deliver value to their clients. (Potential value: up to 0.75% of your portfolio)

Investing For Income Versus Generating Total Return
An emphasis only on income can lead to taking on excess risks, so a focus on total return may enhance diversification and offer better tax efficiency. The value-add is difficult to quantify due to the uniqueness of each investor and his/her need for income. (Potential value: > 0% of your portfolio)

Rebalancing To Maintain Target Allocation
With different investments and categories generating various returns through time, there is a likelihood of the portfolio’s asset allocation changing from the intended target. Periodic rebalancing maintains a portfolio that is broadly consistent with a client’s intended preference. (Potential value: up to 0.35% of your portfolio).

An Appropriate Drawdown Strategy
As more and more investors begin to retire and need to withdraw from the portfolio, it is important to consider the most effective ways to take money out for living expenses. (Potential value: up to 0.70% of your portfolio).

A Steady Guide Through Good And Bad Times
Advisors also add value by coaching clients and ensuring that they look past short-term concerns in order to stay disciplined and focus on the bigger goals. (Potential value: up to 1.50% of your portfolio).

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    1973 Washington Valley Road
    Martinsville, NJ 08836
    (732) 356-7323