THE AVERAGE ADVISORY CLIENT GIVES UP HALF!
Over 50% of the average account value is lost to fees and poor investments
Based on a recent Harvard study which concluded that the average advisor-directed "client portfolio lags passive benchmarks by more than 2.5% per year net of fees, and even the best performing advisors fail to produce returns that reliably cover their fees"*
This means, that over 30 years an investor gives up over half of their potential portfolio value!
Source: Study
HOW MUCH ARE YOU LOSING TO HIGH ADVISOR FEES AND POOR INVESTMENTS?
Advisors know they under-perform
They try to hide their performance!
Advisors don't make it easy to evaluate their performance. Most don't provide benchmarks that are easy to compare to your own performance and their fees are usually hard to find and understand! Some websites like Morgan Stanley don't even show your account performance at all!!
What does this mean for me?
Our Solution
AdvisorRater will look at your investment account for you to determine if your advisor is earning their fees.
We examine your fees and your investment account performance to compare your returns to low-fee options like target date funds and other advisory clients to judge your advisor on a relative basis.
We utilize a proprietary Automated process that allows for a fully Anonymous, Secure, Independent evaluation.
We display the results in a very easy-to-read format so no financial knowledge is necessary.
Independent
We have no affiliation with any bank or financial institution and have no reason to steer you wrong.
Anonymous + Secure
Your information is completely safe. We never see any of your information and don’t retain anything.
Easy to Read Results
Our service will tell you whether your portfolio has been performing as well as it should be with 3 very basic figures.