The WealthKare Investment Center™ — Unlocking Massive Value for Retirees
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SEC-Registered Fiduciary · 800-494-9400
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.

$1,000,000
Drag to your investable assets ($500K – $5M)
Gross, % per year
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 $961K more
WealthKare — Comprehensive
$10K plan + $10K/yr flat. $0 advisory fee on managed assets.
$6,591,525
Ending value
Total fees paid$310,000
+$960,737 vs. the 1% model
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
$10,000
1% fee — year 1
$56,877
1% fee — final year
$10,000
WealthKare flat fee — every year
Schedule Your Discovery Call →
A complimentary 20-minute conversation — no obligation · 800-494-9400