Professionally Managed Accounts Can Generate 3% to 4% Higher Returns Per Year

Vanguard’s whitepaper “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha” concluded that wealth management best practices can add up to, or even exceed 3% in net returns per year.

Russell Investments’s whitepaper “Value of an Advisor” concluded that the value of an advisor is approximately 5% per year.

Professionally Managed Accounts Can Generate 75% Higher Values Over 20 Years

Applying Vanguard’s whitepaper conclusion of 3% per year generates a 75% higher account value over 20 years.