Free White Paper

The Million-Dollar Difference

How a flat advisory fee compares to the typical 1% AUM model over a 30-year retirement — and why the gap can exceed a million dollars.

What's inside

The fee you pay isn't just a percentage — it's a percentage of a balance that grows every year. This white paper shows what that really costs.

Why a 1% AUM fee quietly rises as your portfolio grows
A 30-year, side-by-side comparison vs. a flat advisory fee
The compounding cost of fees you never see on a statement
What to ask before you agree to any advisory fee structure

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Educational only; not investment, tax, or legal advice. Figures are illustrative and based on stated assumptions. The WealthKare Investment Center · 800-494-9400.