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Our Values:
Many investors don’t realize the fees they pay, and that is understandable. Advisor fees can be opaque and difficult to decode, making it hard for investors to know exactly what their costs are. The majority of Advisors often charge a percentage of assets, known as AUM fees, rather than a clear and predictable flat fee. Over time, these fees may erode the long-term growth of your portfolio. Our goal is simple: help investors make informed decisions by shedding light on how fees really work—and what alternatives exist.
Fees Aren't Always Clear: They Should Be
Lower Fees,
Clear Value
*This illustration is for informational purposes only and assumes a $5,000,000 portfolio with a 6% annual return over 30 years, with no contributions or withdrawals. Flat fees are based on Altruist Wealth Management’s model, which ranges from $3,000 to $12,000 annually, determined through consultation and influenced by account complexity.AUM fees are based on publicly available industry averages, ranging from 1.02% under $1 million to 0.59% for larger accounts. This illustration does not account for taxes, inflation, or other real-world financial variables, and does not guarantee future performance.Full methodology, including data sources and assumptions, is available upon request.
*Based on publicly available industry averages, a $1,500,000 portfolio typically incurs a 0.94% AUM fee ($14,100 annually), while a $5,000,000 portfolio is charged a 0.84% AUM fee ($42,000 annually).Altruist Wealth Management’s flat fees range from $3,000 to $12,000 annually, depending on the complexity of your financial plan and investment management needs.For this example, a $10,000 flat fee was used for illustrative purposes, resulting in estimated potential savings of $4,100 to $32,000 annually compared to AUM-based fees.. Actual fees vary based on individual circumstances. Potential savings are illustrative and not guaranteed.Source: Advisory HQ.