The Real Cost of an Advisor as a CPA

When we look at what you took out of that portfolio, taking out 6% during the distribution period would be about $2.6 million. On the other hand, if you did it, making an extra half a percent, making 6.5 instead of 6, it would be $3.2 million. So this looks to me like the real cost of an advisor is about 3.5 million dollars given a relatively low amount of savings. But there's more in what you can do. You see, some people forget that the investor, it has a partnership.

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