Free Report
1% is the most expensive sentence in wealth management.
“It’s just one percent.” That’s what they say. This 12-page report shows what that sentence actually costs you over 20 and 30 years — at $1M, $5M, $10M, and $25M.
A preview of the math
$5M over 20 years
$2,369,210
more in your portfolio with flat fees
$5M over 30 years
$6,992,247
more in your portfolio with flat fees
Year 1 at $5M
$29,000
saved in fees — every single year
7% annual growth assumed. Fees paid from portfolio. Full methodology in the report.
What's in the report
- How AUM fees actually work — and the compounding cost nobody shows you
- Year 1 fee comparison at $1M, $5M, $10M, and $25M
- 20-year and 30-year portfolio projections with bar charts
- Why fiduciary duty doesn't prevent this (the structural conflict)
- What you could do with the savings (real estate, early retirement, generational wealth)
- Full methodology — transparent assumptions, no tricks
What AUM fees actually cost you.
(Free PDF)
A 1% AUM fee looks small. Over 20 years it compounds into six figures — sometimes seven. This PDF shows you the exact math.
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