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Tag: advisor value
Illustration of the Month: Michael Kitces Quantifies Advisor Value
In our related post on the beauty of proper asset location, we mentioned an advisor can help you benefit from this often-overlooked strategy. So what’s it worth and can it be quantified? Reprinted with permission, “Nerd’s Eye View” columnist Michael Kitces’s analysis found it can add up to 0.75% of economic impact to your bottom line. That’s a lot of economic oomph.
Quantifying the Value of Financial Planning Advice
by Michael Kitces
Infographic © www.kitces.com