What is a 1% fee really costing you?
AUM fees grow with your portfolio. Every dollar paid off the top is a dollar that never grows again. Our pricing is based on complexity, not assets. Enter your numbers and see the difference.
Over 30 years, that's $5,869,000 you keep.
Illustrative comparison at your selected tier, with the flat fee assumed to increase 3% annually. A fee comparison only; not a projection of investment returns or tax savings. AUM fees reflect industry-average effective rates by account size, averaged from the Kitces Research study and Fidelity RIA Benchmarking Study; rates between published data points are interpolated. Assumes a constant annual return you select, with no contributions or withdrawals; actual returns vary and may be negative. Valence tier pricing is based on planning complexity, not portfolio size. See our Fee Comparison Methodology for full assumptions and sources.
Your portfolio size is not our invoice.
AUM fees scale with your portfolio
As your portfolio grows, an AUM fee grows with it. But the work doesn't. Same number of meetings. Same advice. Same investments - you're just buying more shares.
Every fee dollar stops compounding
Money paid off the top never grows again. Over decades, the gap between the two lines above is mostly lost compounding, not just fees.
Our price is set by complexity, not assets
Three flat annual tiers. You'll leave the intro call with your exact tier and number, in writing.
Keep the difference.
Start with a conversation.
Sixty minutes. We'll look at your position, tell you honestly whether we're a fit, and if we are, you'll have your flat price in writing before we hang up. If we're not, you'll know that too.
Book an intro callPrefer email? hello@valencewm.com