Save proof

Here is what fees do over time

Switching from a 1.0% total annual fee load to Smarter Way Wealth's $100/month flat fee saves you $788,306 over 20 years on a $1,000,000 portfolio.

Back to calculator How it works

Portfolio growth

Smarter Way Wealth flat fee vs. AUM advisor

With Smarter Way Wealth ($100/mo): $4,604,057

With AUM Advisor: $3,815,751

What could you do with the savings?

Your $788,306 could buy...

Beach Home

Vacation property down payment

$788,306 of $1,000,00079% of goal

Retire Early

Years of income at $100k/year

$788,306 of $100,0007y 11m earlier

Luxury World Cruise

Family voyage around the globe

$788,306 of $30,00026 trips funded!

College Education

4-year private university average

$788,306 of $250,0003 kids covered!

Dream Car

Luxury vehicle of your choice

$788,306 of $85,0009 cars!

Annual Vacations

Premium trips at $8,000 each

$788,306 of $8,00098 amazing trips

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

Smarter Way Wealth, LLC is a registered investment adviser in the State of Connecticut (CRD #342140 — verify on IAPD). Registration does not imply a certain level of skill or training.

Information provided is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.

For important disclosures, see our Privacy Policy. For questions or concerns, contact us at compliance@smarterwaywealth.com or (646) 418-2867.