SmartFixed Wealth Savings Calculator
Today's low fixed advisor fee is replacing the 35 year old percentage on asset fee and transforming financial outcomes across the wealth management marketplace. Our short survey can help you unlock your potential for tens of thousands of dollars in annual savings with higher net returns and higher net income from your investments each year in retirement.
Total Investments Under Management
*
Principal
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
$5,000,000
$5,500,000
$6,000,000
$6,500,000
$7,000,000
$7,500,000
$8,000,000
$8,500,000
$9,000,000
$9,500.000
$10,000,000
Including Trust, Joint, and IRAs
Annual Percentage on Asset Fee
*
Advisor Fee
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
2.00%
2.25%
2.50%
2.75%
3.00%
Percent charged by your advisor
Combined Federal and State Income Tax Rate
*
Tax Rate
10%
15%
20%
25%
30%
35%
40%
45%
50%
Including Trust, Joint, and IRAs
Name
*
First Name
Last Name
Back
Calculate Savings
Your Investment Cost Breakdown
Your legacy percentage on asset fee can devour a substantial portion of your after tax investment income each year. In fact, for many affluent investors this old percentage based fee structure is often the highest recurring annual cost they will pay in retirement year after year. It can actually be higher than your annual Healthcare costs and income taxes each year! Also, the dollar amount of your old percentage based fee fluctuates and increases each time the market rises or when you add money to your investment and retirement accounts! Your advisor fee is an annual expense like any other you pay each year. The simple math below will show what your old percentage on asset fee is costing you in after tax investment income each year.
Total Investment Under Management
Annual Percentage on Asset Fee
Current Annual Advisor Fee
Investment Income with a Standard 4% Annual Withdrawal
Combined Federal and State Income Tax Rate
Hidden
Hidden 2
After Tax Annual Spendable Investment Income
Your Annual Percentage on Asset Advisor Fee Divided by Your Net Spendable Investment Income
Your Annual Legacy Asset Fee as a Percent of Your Annual After Tax Spendable Investment Income
SMARTFIXED® Fee Savings
Submit your email below to view your savings with our SMARTFIXED® Fixed Fee Wealth Management and get a full report of your savings today.
Email
example@example.com
Back
Next
Transform Your Income Outcome with SMARTFIXED® Fee Savings
Today's low fixed fee alternative can save you tens of thousands of dollars in annual fees and create a higher net investment income year after year.
Your New SMARTFIXED® Annual Fee
Your Annual Savings vs Legacy Advisor Fee
24 Month Savings vs. Legacy Advisor Fee
36 Month Savings vs. Legacy Advisor Fee
Savings Report
Based on your information, an update to today's low fixed annual advisor fee could save you tens of thousands of dollars in after tax income each year for you to do more of what you love. Unlike old percentage on asset advisor fees, our SMARTFIXED® fee does not rise each time the market increases or when you add to your account. Don't overpay for yesterday. Learn More and Earn More with Smart Fixed Wealth.
Hit submit to view your comprehensive advisor fee comparison report to share with your CPA and confirm all of the available savings that can start accumulating for you today!
Submit
Should be Empty: