Kansas City family financial planning

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The Value of a Great Advisor

Below is a hypothetical $100,000 portfolio example.
Try it for yourself, see how investing on your own compares with investing with a financial advisor.

$
$
years
With an Advisor $0
DIY Investing $0
Potential Additional Value: $0

*Illustration assumes 5 % annualized growth for a self-managed portfolio versus 8 % for an advisor-managed portfolio over the selected period. This example is for educational purposes only and does not guarantee future results.
Source: Vanguard Advisor’s Alpha (July 2022)

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