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According to Vanguard's research on Advisor's Alpha, working with a qualified financial advisor can potentially add up to, or even exceed, 3% in net returns for clients through following wealth management best practices.
Advisors add value through suitable asset allocation using broadly diversified funds, cost-effective implementation, and disciplined rebalancing strategies that maintain your target risk level.
Perhaps the most significant value comes from behavioral coaching—helping clients maintain perspective and disciplined approach during market volatility, potentially adding 1-2% in returns by preventing costly emotional decisions.
Advanced strategies like tax-efficient asset location, optimized withdrawal order for spending, and total-return investing approaches can significantly enhance after-tax returns and portfolio longevity.
Source: "Putting a value on your value: Quantifying Vanguard Advisor's Alpha®" - Vanguard, 2022
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