Value of a Wealth Coach
We firmly believe that every family approaching retirement needs a wealth coach. Here at The Price Group, we have the heart of a teacher and strive for our clients to obtain comfort, confidence, and clarity about their financial future through our Live Well Plan.
Independence
and Objectivity
As an independent Registered Investment Advisor (RIA), Steward Partners provides fiduciary centric advice. Accordingly, we do not offer any proprietary investment products. In short, our goals are aligned with those of our clients.
Advice That You
Can Understand
Our ongoing communication strategy provides transparency and insight to provide a clear understanding of how your portfolio is invested.
Keep You
on Track
Our Live Well Plan, your Family Index Number and our disciplined investment strategies can help you focus on the long-term. We help you define your future with confidence.
Experience
The Price Group is proud of the depth and breadth of its team, which has been serving client families and helping them achieve their financial goals for over 30 years.
Intimate Knowledge
of Your Situation
We strive to gain a comprehensive understanding of your situation including goals, objectives, spending patterns, estate planning needs, family dynamics and much more.
Everyone needs a Wealth Coach – long term financial security requires more than just an investment plan.
High Staff-
to-Client Ratio
We maintain a significant number of team members relative to the number of clients we serve. We provide prompt care and attempt to anticipate your personal needs.
Quantifying The Value Of An Advisor
Portfolio Construction
Asset allocation
Cost-effective implementation (expense ratios)
Asset location
Total-return versus income investing
>0%
0.35%
0%-0.60%
>0%
Wealth Management
Rebalancing
Live Well Plan & spending strategy
0.14%
0%-1.20%
Behavioral Coaching
Advisor guidance
0%-2.00%
Potential Value Added
“ABOUT 3%”
Source: Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, Yan Zilberieng, David Walker, Maria Quinn, and Donald G. Bennyhoof, 2022. Putting a Value on your value: Quantifying Advisor’s Alpha. For “Potential Value Added,” we did not sum the values because there can be interactions between the strategies. These hypothetical data do not represent the returns on any particular investment. The projections or other information generated by Vanguard Capital Markets Model® simulations regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results from the model may vary with each use and over time.
Steward Partners Investment Advisors and members of The Price Group at Steward Partners shall assume the role of a fiduciary only when expressly stated in a written agreement, and when all necessary and proper agreements, contracts, or legal documents are duly executed and in place between the parties involved. Our fiduciary duties shall be bound by the terms and conditions specified within the said agreement and shall not extend beyond the scope defined therein.