No. 32 of 106 Things We Do For Clients
Improve your overall investment performance. According to three studies, an investment advisor can improve your investment performance by 1% to 6% in these ways: optimizing your asset class selection, lowering your management expenses, rebalancing, implementing a tax-efficient withdrawal strategy, strategically locating assets in taxable and non-taxable accounts, and helping you stay in the markets when your brain is screaming at you to sell out. Even 1% higher return over a long period of time can add up to hundreds of thousands of extra dollars available for retirement.
