Personal Wealth

Value Proposition Twelve Value-Added Services Performed by Investment Advisors

Published: 2015-11-6

It is difficult to estimate the value that can be obtained from a competent investment advisor. This paper reviews 12 value-added services performed by competent investment advisors. Nine of these services are difficult to quantify, and three are reasonably quantifiable.

We conclude that these quantifiable services may add as much as 3.22% to long-term investor returns.