A free check from a flat-fee fiduciary
Got the
1% Blues?
Three quick questions. No email, no login. Then we show you the number and the cure.
Question 1 of 3
Do you pay a percentage of your portfolio for advice?
Question 2 of 3
Do you know what you paid last year, in dollars?
Question 3 of 3
Did the amount you actually pay go up?
Your numbers, not ours.
Every assumption is yours to change. The math is public and takes about a minute.
Portfolio value
Amount*
Paying $100 a month
$4,604,000$4,604,000
Paying 1.00% of assets
$3,815,000$3,815,000
Difference
$788,000$788,000
Your Portfolio Over Time
Same portfolio. Same market assumption. Different fee structure.
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