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: Percentage-Based Fees
Most advisors charge a percentage fee on the assets they manage for you (AUM). At first, it may seem small, but over time, two critical things happen:
As your wealth grows, their fee grows exponentially through compounding.
This ongoing fee significantly reduces your investment returns.
The result? More and more of your money goes to THEM.
Sevey Wealth: Flat Fees That Put You First
At Sevey Wealth, we take a different approach. We charge a flat fee that stays the same, no matter how much your wealth grows. Unlike percentage-based fees, a flat fee doesn’t increase over time.
The result? More and more of your money stays with YOU.
The Long-Term Impact Is Substantial
Many traditional advisors avoid talking about percentage-based fees and their effect over time. Take a closer look at how percentage fees on your AUM compare to a flat fee model.
The difference in what you keep over the years is clear—and it’s in your favor with Sevey Wealth.
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
