You are paying a Financial Advisor...
A LOT


How do you know if they are earning their fees?


UNFORTUNATELY, THEY PROBABLY AREN'T.
yOUR aDVISOR may be kind, but HE ISN'T incentiviZed to invest well.
THEY ARE paid to bring in NEW clients.
And your investment account may reflect that.
fIND OUT HOW YOUR ADVISOR IS DOING FOR YOU!

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.​