Annual advisory fee includes financial planning advice, Investment Management,
and Wealth Management services. Initial consultations are free.
*1/12th of advisory fee is debited from the account monthly. No checks or cards are needed.
Is it worth it for me to hire a financial advisor?
According to Vanguard, the low cost carrier of mutual funds and ETF's, an advisor adds "about 3%" annually to a portfolio through Portfolio Construction, Behavioral Coaching, and Wealth Management. Read the full paper here.