Fee and Value Calculator
Annual Advisor Fee
Billed as a Monthly Subscription of:
Estimated Advisor Value*
Study Quantifying Advisor Value | Quantified Advisor Value | Estimated Value of a Financial Planner For You in One Year | Estimated Value of a Financial Planner For You in Five Years | Estimated Value of a Financial Planner For You in Ten Years |
---|---|---|---|---|
Envestnet Capital Sigma | 2.93% Annually | |||
Morningstar Gamma | 1.59% Annually | |||
Russell Value of an Advisor | 4.83% Annually | |||
Vanguard Advisor Alpha | 3.00% Annually | |||
Vanguard Human Advice | 5.00% Annually |
* Estimates of advisor value rely upon the empirical findings of the studies shown above, and reflect the estimated compounding value of financial planning as performed by a competent financial planner over time. Estimates are before fees and expenses, as the studies reflect only the benefit upon assets that are advised upon by competent financial planners, and cannot uniquely reflect liabilities or circumstances of each individual engaging in financial planning, nor can they accurately account for the unique goals of every individual. Everyone’s financial plan is different, and results will vary. The table is for educational purposes only, and is provided to give you an understanding of the value you may receive through financial planning, though your results will vary. MY Wealth Planners does not guarantee, nor can it guarantee, the individual accuracy of the estimates provided.