Flat Fee. A Better Approach.
No More Hidden Fees or Complex Pricing Structures.
With us, you'll enjoy complete transparency. We charge $10,000 per year, paid quarterly. This fee covers includes all services involved with holistic wealth consulting.
As a Fiduciary, we do not receive any other form of compensation, such as placement fees or product commissions. Our loyalty is solely to you, our valued client.
Take the next steps with an introductory call.
How Much Did you Pay Your Advisor Last Year?
Traditional advisors utilize a percentage based fee structure. So as your account grows, so does their fee.
Our flat fee model ensures that you know exactly what you're paying for our services. You can have peace of mind knowing that our compensation is not tied to financial products or the size of your portfolio, thus eliminating any potential conflicts of interest.
Stop paying for your advisor’s vacation.
Fees Compound Over Time
Advisor fees can be one of the largest discretionary expenses for many clients, acting as a hidden drain on wealth. In some cases, these fees can feel like an added "tax" on your investment returns, especially if they don't align with the value the advisor provides. It's important to evaluate whether the fees you're paying are truly reflective of the services you receive.
See the Long-Term Impact of Fees
Compare industry-average AUM fees versus Sevey Wealth’s simple flat fee. Adjust the time horizon, and see how assumptions affect outcomes.
Enter at least $1,000,000 to enable the chart and results.
How we calculated this
Chart shows the impact of fees over a selected time horizon. Assumes no contributions or distributions. Industry-average AUM fees are approximated from published survey values and blended across portfolio sizes. Sevey’s flat fee remains constant (no inflation) for illustrative purposes only.
The use of an annualized return is in no way indicative of actual results. Investing involves risk, including loss of principal. No guarantee of a return is implied or intended.