Retirement Value · Fee Reality Check

What is a “1% fee” really costing you?

The typical 1% AUM fee isn’t flat — it’s charged on a balance that grows every year. Over a 30-year retirement, that changes everything. Move the slider to your situation.

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About three minutes on the fee no one shows you — then run your own numbers below.

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Portfolio under management

$1,000,000

Drag to your investable assets ($500K – $5M)

Assumed annual return

Gross, % per year

Years

Retirement horizon

Typical 1% AUM

1% of your balance, every year — it rises as your portfolio grows.

$5,630,788

Ending value

Total fees paid$835,572

Fee in final year$56,877

You keep $1.04M more

WealthKare — Management only

Negotiated flat $2,500/qtr. No planning fee.

$6,667,647

Ending value

Total fees paid$300,000

+$1,036,859 vs. the 1% model

Portfolio management only — without the added value of comprehensive planning strategies.

WealthKare — Comprehensive

$10K plan + negotiated flat $2,500/qtr advisory fee on managed assets.

$6,591,525

Ending value

Total fees paid$310,000

+$960,737 vs. the 1% model

This figure reflects fees only. It does not reflect the potential added value that planning may or could create through advanced tax or management strategies applied to enhance a portfolio-management-only scenario. Any such benefits depend on each client's individual circumstances, are not guaranteed, and may not occur.

$10,000

1% fee — year 1

$56,877

1% fee — final year

$10,000

WealthKare flat fee — every year

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