KeepMore Co. / Advisor Fee Benchmark

Advisor Fee Benchmark

The Examination finds the number. The benchmark turns it into a negotiation surface: what you pay now, what the fee takes over time, and what a fairer fee can restore.

Your Portfolio Exposure$26,096hidden fees / year
Expense ratio layer$1,096fund costs found
Advisor layer$25,000managed fee found
True cost1.04%all-in annual drag
The Wealth Path

What you keep vs. without the fee

25 years
With current fee$10,628,910
Without the fee$13,568,582

The gap is not a forecast. It is the cost of drag made visible, using the same hypothetical 7% assumption as The Examination.

Move the fee. Watch the future move.$1,022,469 restored

If total fee falls from 1.04% to 0.65%, this much projected future value returns to your side of the ledger.

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