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Crunching the numbers for your scenario. This should only take a moment.
Crunching the numbers for your scenario. This should only take a moment.
Save proof
Switching from a 1.0% AUM advisor to Smarter Way Wealth's $100/month flat fee saves you $788,306 over 20 years on a $1,000,000 portfolio.
Portfolio growth
With Smarter Way Wealth ($100/mo): $4,604,057
With AUM Advisor: $3,815,751
What could you do with the savings?
Vacation property down payment
Years of income at $100k/year
Family voyage around the globe
4-year private university average
Luxury vehicle of your choice
Premium trips at $8,000 each