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Annual advisory fee includes financial planning advice, Investment Management,

and Wealth Management services.  Initial consultations are free.


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.

VG advisors worth.PNG
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