One percent sounds small. But over time, an uncapped AUM fee model quietly transfers a significant portion of your wealth to your advisor — whether they add value or not. The issue is not the fiduciary standard. It is the fee structure.
See the Numbers
Choose your portfolio size and time horizon to see the difference between traditional 1% AUM fees and our approach.
Total Fees Paid
$730K
Final Portfolio
$6.3M
Fees as % of Gains
14%
Total Fees Paid
$654K
Final Portfolio
$6.5M
Fees as % of Gains
13%
Over 20 years, the difference in fees is
$76K
Approximately 10% less in fees with Grounded Wealth™.
Illustrative only. Assumes a hypothetical 7% annual growth rate, no contributions, and a representative Comprehensive-tier membership of $300/month plus an AUM fee. Actual fees, growth, and outcomes vary. Not a projection of future results.
Our Approach
Traditional advisors charge a percentage of your assets. The more you accumulate, the more you pay — even if the work stays the same. This creates misaligned incentives.
We believe advice should be priced based on value delivered, not assets accumulated. Your success should not mean our windfall.
When your advisor earns more simply because you have more, they are incentivized to gather assets — not necessarily to give the best advice.
By capping our fees, we remove this conflict. We earn a reasonable fee for the work we do, and you keep more of what you have built.
Our commitment: Transparent fees disclosed in our Form ADV Part 2A. No commissions. No hidden costs.
Chat with us to discuss your situation, or explore the membership tiers and our fee structure.