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Lost to Fees

-$788,306

Lost Wealth

17.1%

Portfolio value

Advisory fee

1.00%

Annual growth

8.0%

Time horizon

20 yrs

Compares our $100/mo flat fee vs. a traditional AUM advisory fee, compounded monthly. For finance nerds

Don't take our word for it.

Read what these legends have to say about long-term costs

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John C.Bogle

EugeneFama

WarrenBuffett

BurtonMalkiel

DavidSwensen

CharlieMunger

William F.Sharpe

SuzeOrman

John C.Bogle

WarrenBuffett

FidelityViewpoints

DavidSwensen

EugeneFama

John C.Bogle

CharlieMunger

BenjaminFranklin

WarrenBuffett

William F.Sharpe

John C.Bogle

SuzeOrman

John C.Bogle

EugeneFama

WarrenBuffett

BurtonMalkiel

DavidSwensen

CharlieMunger

William F.Sharpe

SuzeOrman

John C.Bogle

WarrenBuffett

FidelityViewpoints

DavidSwensen

EugeneFama

John C.Bogle

CharlieMunger

BenjaminFranklin

WarrenBuffett

William F.Sharpe

John C.Bogle

SuzeOrman

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The Process of a CFP® Professional. The Rigor of a CFA Charterholder.
The Power of Artificial Intelligence. The Experience of your personal advisor.

Other:
The Relationship with your Advisor. The Trust of a Fiduciary.
The Freedom of Independence. The Choice of Independence.

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Improve Your Tools

Better Tools = Better Information = Better Decisions.

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Save a TON of Money

Keep more of your investment growth with our $100/month flat fee.

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Crunching the numbers for your scenario. This should only take a moment.

You Save

What would you do with ?

See how much you can save.

Quick poll

What would you do with your savings?

Lost to Fees

-$788,306

Lost Wealth

17.1%

Portfolio value

Advisory fee

1.00%

Annual growth

8.0%

Time horizon

20 yrs

Compares our $100/mo flat fee vs. a traditional AUM advisory fee, compounded monthly. For finance nerds

Don't take our word for it.

Read what these legends have to say about long-term costs

Hover over a name to explore.

John C.Bogle

EugeneFama

WarrenBuffett

BurtonMalkiel

DavidSwensen

CharlieMunger

William F.Sharpe

SuzeOrman

John C.Bogle

WarrenBuffett

FidelityViewpoints

DavidSwensen

EugeneFama

John C.Bogle

CharlieMunger

BenjaminFranklin

WarrenBuffett

William F.Sharpe

John C.Bogle

SuzeOrman

John C.Bogle

EugeneFama

WarrenBuffett

BurtonMalkiel

DavidSwensen

CharlieMunger

William F.Sharpe

SuzeOrman

John C.Bogle

WarrenBuffett

FidelityViewpoints

DavidSwensen

EugeneFama

John C.Bogle

CharlieMunger

BenjaminFranklin

WarrenBuffett

William F.Sharpe

John C.Bogle

SuzeOrman

Upgrade. Improve. Save?

Upgrade Your Advice

The Process of a CFP® Professional. The Rigor of a CFA Charterholder.
The Power of Artificial Intelligence. The Experience of your personal advisor.

Other:
The Relationship with your Advisor. The Trust of a Fiduciary.
The Freedom of Independence. The Choice of Independence.

Learn More

Improve Your Tools

Better Tools = Better Information = Better Decisions.

Learn More

Save a TON of Money

Keep more of your investment growth with our $100/month flat fee.

Learn More

What would you do with $012345678901234567890123456789,012345678901234567890123456789?

Quick poll

Upgrade. Improve. Save?

Upgrade Your Advice

Improve Your Tools

Save a TON of Money

What would you do with $012345678901234567890123456789,012345678901234567890123456789?

Quick poll

Upgrade. Improve. Save?

Upgrade Your Advice

Improve Your Tools

Save a TON of Money

What would you do with ?

What would you do with ?