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The Value of Advice

The Potential Value of Holistic Advice

Potential Benefit Percent & Activity

0.50-
1.50%
Financial Planning & Coaching
  • Identifying goal or gap
  • Develop strategy to solve
  • Provide ongoing communication & coaching

0.00-
0.28%
Asset Allocation
  • Selecting appropriate asset class weightings

0.40-
0.80%
Investment Selection
  • Manager selection
  • Active vs. passive
  • Cost control
0.35-
0.44%
Rebalancing
  • Keep plans on track through systematic rebalancing strategy

0.75-
1.00%
Tax Management
  • Asset location
  • Buy & Hold
  • Tax Harvesting



0.00-
1.10%
Withdrawal Strategy
  • Purposeful & efficient distribution strategy

3%Total (Approximately)