Flat Fees: A Clearly Superior Approach

Upholding Our Fiduciary Duty

Fees Compound Over Time

Advisor fees can be one of the largest discretionary expenses for many clients, acting as a hidden drain on wealth. These fees are a "success tax", especially when 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.

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.

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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.

Calculator inputs
$
Enter total current account value in US dollars. Minimum one million for this illustration.
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Pick an illustrative average return. Not a prediction or guarantee.
For illustration only. Not a prediction or guarantee.
30
Adjust the time horizon for the comparison from 10 to 40 years.
Fee comparison chart showing portfolio values over time

Enter at least $1,000,000 to enable the chart and results.

How we calculated this
AUM fee is a size-adjusted estimate using linear interpolation across representative portfolio sizes. Sevey’s flat fee is modeled as a constant dollar amount per year. Both series compound annually from the chosen starting value and return assumption. No contributions or withdrawals are modeled.
Calculator results
Estimated industry-average AUM % (size-adjusted)
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Ending portfolio (Flat fee)
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Ending portfolio (AUM)
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Sevey Wealth Difference
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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.

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