A common and fair question we often get is: "Why pay a wealth manager a fee when I could simply invest in the S&P 500 index?" While fees vary depending on assets, let’s use 1% as an example. On the surface, the S&P 500 boasts a strong track record, making that 1% advisory fee seem like an unnecessary drag on returns.

However, long-term investing is more than picking a fund or chasing trends. It’s about staying disciplined during market volatility, understanding your full financial picture, and making informed decisions aligned with your aspirations. That 1% wealth management fee isn't just for portfolio management: it's an investment in a comprehensive partnership to navigate your financial life.

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