When sharing investment results with a client, many financial ... rolling returns, which are average, annualized returns for a particular time frame. Many advisors, however, don't consider this ...

However, only 33% of Americans have met with a professional financial advisor. A newer study in 2024 by YouGov revealed that just 27% of Americans are currently using a financial advisor.

Financial advisors may rely on one or more of these, but the most common fee structure is based on a percentage of assets under management (AUM). According to AdvisoryHQ, the average financial ...

Advisors Capital Total Return – Equity earns ... The portfolio is overweight in financial services and healthcare relative to the category average by 3.4 and 2.8 percentage points, respectively.