A small difference in fees can make a world of difference over time through the power of compounding. Below is a demonstration of how a small difference in the all-in-fee (advisor's asset under managed fee plus product fee) can result in a not-so-small difference over a long period of time.


0.79% more all-in annual fee = 31% less wealth accumulation!


We are fully transparent fee only financial advisors.  Please, visit us for your financial and investment planning needs.  We serve clients in Minneapolis, Saint Paul, and Rochester areas with a competitive asset under management fee.  

product, Asset under management fee affects your retirement

0.79% more all-in annual fee = 31% less wealth accumulation!

Fee based financial advisor, Fee based financial planner

Conclusion:


For $100,000 starting portfolio, with competitors' higher fee... 


By 10th year, investors would have saved about $15,000 on fees. That is 8% more investment balance for UAK clients!


By 20th year, investors would have saved about $62,000 on fees. That is 16% more investment balance for UAK clients!


By 30th year, investors would have saved about $191,000 on fees. That is 25% more investment balance for UAK clients!


By 37th year, investors would have saved about $389,000 on fees. That is 31% more investment balance for UAK clients!


“Know your total fees (AUM and Product Fees), because it will be a major investment return factor.” 

Assumptions:


Downloads

website Fee difference display (xlsx)

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