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The Value of Advice

A fool knows the price of everything and the value of nothing

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

Financial Planning and Coaching Chicago, IL Lakeshore Capital Group

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

Tax Management-Asset Location Chicago, IL Lakeshore Capital Group

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

Portfolio Rebalancing Chicago, IL Lakeshore Capital Group

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

Tax Management Tax Efficient Strategies Chicago, IL Lakeshore Capital Group

Tax Management Buy and Hold Strategy Chicago, IL Lakeshore Capital Group

Tax Harvesting Chicago, IL Lakeshore Capital Group

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

Purposeful Withdrawal Strategies Chicago, IL Lakeshore Capital Group

3%Total (Approximately)