Flat Fee Wealth Management Personalized for You
Better than traditional wealth management. Better for your future.
Why SEVEY?
Most traditional advisors sell a “black box” of financial services that are not made clear to the client. Sevey Wealth Advisors was founded on the belief that clients deserve better. SEVEY believes you deserve a Fiduciary, transparency, customization, to know what your fees are going to be, and to have the final say.
Percentage fees take more of your money over time. Flat fees never will.
Traditional advisors use Percentage % fees. When a percentage fee is placed on your assets under management (AUM) over time, two things happen: As your wealth increases their % fee grows through compounding, and in doing so, reduces your returns significantly.
Over time, more and more of your money goes to THEM.
At SEVEY, we work by using Flat fees. A flat fee does NOT grow over time and remains constant.
Over time, more and more of your money stays with YOU.
This is why many traditional advisors are skilled at avoiding conversations about PERCENTAGE % fees. Look at how their fees on the AUM value accumulates over time vs. the FLAT fee model. The long-term impact is substantial.
Flat Fees Reinforce the Commitment to Act as a True Fiduciary
A flat fee structure ensures advice is always objective, transparent, and focused solely on what’s best for the client. This model eliminates conflicts of interest tied to portfolio size or product sales, and prioritizes client needs over compensation.
A Winning Formula
Our Insights
