Your Advisor's Fee May BeThe Biggest Investment You Never Meant to Make
See how a flat fee vs. percentage-based pricing impacts your wealth over time.
$2,000,000
20 Years
$0
Flat Fee
Sanctuary Total Fees
$263,330
Flat quarterly fee · Grows 3%/yr
% of AUM
Traditional AUM Total Fees
$603,129
Tiered % schedule on portfolio value
Cumulative Fees Over Time
Sanctuary Flat Fee
Traditional AUM
Your Savings
Year-by-Year Breakdown
| Year | Portfolio Value | Sanctuary Fee | AUM Fee | Annual Savings | Cumulative Savings |
|---|
FOR ILLUSTRATIVE PURPOSES ONLY: Hypothetical comparison of fee models. Assumes a flat quarterly wealth management fee of $2,450, increasing 3% annually, and traditional AUM fees charged quarterly in advance based on a sample tiered schedule: 0.85% on $2M–$5M, 0.75% on $5M–$10M, 0.60% on $10M–$15M, 0.50% on $15M–$20M, and 0.40% above $20M. Assumes 6% annual portfolio growth net of advisory fees, with no contributions or withdrawals beyond user-specified amounts. Figures exclude fund/ETF expenses, trading costs, custody fees, and taxes. Services, pricing, assumptions, and results vary by firm and client. No guarantee of savings or outcomes. Past performance does not guarantee future results.