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The purpose of this page is to quantify the value of the tangible services we provide in advisory relationships. Every once in awhile we get a question regarding what is the true value of our advisory services. It is hard to answer that question because no matter how we answer, we are seen as (and we are) biased. Fortunately, there are third parties that have helped answer these questions.
In 2017 Russell Investments did a study called, "Why Advisors Have Never Been More Valuable" (click the button below to read an article from "Think Advisor" that reviews the study).
The study put a certain value on some of the tangible services provided by financial advisors and we used the study to itemize and quantify our costs of services.
*Other ancillary services may include (not an exhaustive list):
Russell defines Investment Only service as "an advisor who delivers investment-only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions".
The following represents our Investment Management Process:
Over the years, we have stated that we believe that the greatest value of a good advisor is keeping clients from making emotional decisions. We have never been able to quantify that, but Russell estimates an advisor's ability to keep an investor on course with their investment plan as being worth 2.00%. This is achieved through education, experience and consistent communication between the client and the advisor.