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The 4.87% Advisor Advantage
Hypothetical $500,000 Investment Over 25 Years
Self-Managed
$1,693,177
With Advisor (4.87% Value-Add)
$5,214,082
*Calculations based on the 2025 Russell Investments "Value of an Advisor" study (4.87% annual value-add). Assumes a 5% baseline return vs. a 9.87% advisor-managed return. For illustrative purposes only.