Evaluate the structural cost differences between traditional percentage-based Asset Under Management (AUM) fees and RockCrest Financial’s transparent flat-fee model.
Important Disclosures: This calculator is provided strictly for illustrative and educational purposes to demonstrate, using numbers you input, the difference between a fixed-fee structure and a fee structure based upon a percentage of assets under management. The hypothetical examples assume a fixed flat fee of $15,000 per year for RockCrest Financial; however, actual advisory fees may vary based on scope of services, complexity, and specific engagements. At lower asset levels (e.g., below $1,500,000 depending on the percentage benchmark), a flat-fee structure may yield a higher annual percentage cost than a traditional AUM model.
Other types of fee structures exist and will vary between firms. Calculations do not account for any other expenses or fees that investors may pay.
While advisory fees are a critical factor to evaluate when choosing an advisor, they should be considered in tandem with the scope, quality, and total value of the wealth management services provided.
“Your Personal Finance CEO” – RockCrest goes beyond just creating plans and managing assets… we help successful, busy individuals and families achieve financial independence, and protect their lifestyle.
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IMPORTANT DISCLOSURE INFORMATION
Advisory services offered through RockCrest Financial LLC, an investment adviser registered with the state of New Jersey and other jurisdictions as required. Registration as an investment adviser does not imply a certain level of skill or training. RockCrest Financial LLC does not provide tax or legal advice, and we encourage you to consult with tax or professional legal advisors before implementing any legal or financial planning strategies. Information presented on RockCrest Financial’s website, as well as social media sites linked on this page, is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. RockCrest Financial’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. No content on this website should be interpreted to state or imply that any past outcome is indicative of a future outcome. Alternative investments, including private equity, private real estate (1031 DSTs, UPREITs, QOZs), and digital asset/crypto ETFs, involve a high degree of risk and are not suitable for all investors. These investments are often illiquid, speculative, subject to higher fees, and may only be available to Accredited Investors or Qualified Purchasers. Past performance is no guarantee of future results. Diversification does not eliminate the risk of market loss.
