Evestia · advisor value, side by side
Advisor Value Scorecard
Answer for the client once, then put two portfolios beside each other.
The client
One client, two portfolios — these answers apply to both columns.More about the client
Current portfolio
Proposed portfolio
Notes on every answer
How each line is scored
Answers describe the book, so every figure is an average across it. Measured lines are read from a pasted portfolio; modeled lines come from research central estimates scaled by the answers; attested lines are the advisor's own word until a system is connected. The range is what the research values each effect at, for the portfolio the research describes — not a floor or a ceiling on any one client, who may land anywhere below it.
For Professional Investment Advisers Only. Hypothetical, illustrative estimates only; not investment or tax advice. Advisor fees may also cover services beyond investing — financial planning, insurance, tax preparation, estate and charitable work, business-owner and retirement-plan advice — none of which is captured here. Tax alpha is not guaranteed and depends on market volatility, cost basis, the client's tax situation and the availability of gains to offset. It may be lower, or negative, in any given year. Figures are hypothetical and not indicative of future results. Security data as of 26 August 2026; expense ratios, dividend yields and state tax rates are point-in-time and are not updated automatically.