Do you know your wealth management fees?
The Math Most Firms Hope You Don’t Run
Let’s assume:
$1,000,000 invested
7% annual return
25-year investment horizon
0.40% Fee on $1M
Portfolio after 25 years:
$4,942,311
1.25% Fee on $1M
Portfolio after 25 years:
$4,045,846
1.30% Fee on $1M
Portfolio after 25 years:
$3,998,293
You could save almost $900K over a lifetime of investing.
You’re not looking for hype if you’re investing $1,000,000
You’re looking for intelligent stewardship.
The uncomfortable truth in wealth management is this: most investors don’t realize how much they’re paying and what that fee drag does over time.
Many national firms charge around 1.00%–1.25% on a $1MM account. That may sound small. It isn’t.
At ArcVest, our fee at $1MM is 0.40%.
That’s not a discount gimmick.
It’s a philosophy.
Fees are the only guaranteed negative return in your portfolio.
Reducing them is the only guaranteed positive outcome.
We believe:
Markets are competitive.
Costs compound.
Discipline beats complexity.
Transparency builds trust.
You don't need:
Expensive model portfolios
In-house funds
Layered wrap programs
Sales quotas disguised as advice
You need:
A rational asset allocation
Tax efficiency
Rebalancing discipline
Behavioral coaching
A fiduciary sitting on your side of the table
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