Why Flat Fees Beat % AUM Fees: A Smarter Way to Pay for Financial Advice
Law firm owners deserve real advice—not fees that grow just because your account does
Let’s be honest: the way most financial advisors charge for their services is outdated, opaque, and full of conflicts.
If you’ve ever worked with a traditional advisor, you’ve probably heard this phrase:
“We charge 1% of the assets we manage.”
Sounds simple, right?
But here’s the reality: that AUM fee adds up fast—and it’s rarely tied to the actual value you’re receiving.
As a law firm owner, you’re not just building an investment portfolio—you’re building a business. And you deserve a financial partner whose compensation reflects that.
Let’s break down why flat fees make more sense—especially for entrepreneurs like you.
The Problem with AUM (Assets Under Management) Fees
Here’s how the typical AUM model works:
You invest $1,000,000 with a traditional advisor
They charge 1% annually = $10,000
That fee increases every time your portfolio grows—even if your actual financial complexity stays the same
And worst of all? You’re still doing most of the business planning yourself
But what if your biggest needs aren’t portfolio management?
What if you need cash flow help, tax strategy, exit planning, or business growth strategy?
That’s not what AUM advisors are built to deliver.
In fact, many won’t even talk to you unless you have a certain minimum in assets—because their revenue depends on it.
Why Flat Fees Put You in Control
We believe you should pay for value—not for investment balances that fluctuate.
Here’s what a flat-fee model means for you:
Your fees don’t grow just because your portfolio grows
We’re not incentivized to get more money from you or sell products
You get transparent monthly pricing—you always know what you’re paying and what you’re getting
Business planning can be included in flat fee structure
We can offer legal-specific strategies designed for law firm owners
Law Firm Owners Need More Than Investment Advice
You’re not a retiree with a balanced portfolio and a golf schedule.
You’re:
Managing payroll
Balancing cash flow
Looking at office space, marketing budgets, tax planning
Trying to build long-term wealth without burning out
You need financial advice that integrates your life and your firm.
That’s what flat-fee planning allows us to provide—without needing to chase commissions, minimums, or upsells.
Flat Fees Create Real Partnership
When you pay a flat monthly fee:
You know exactly what you’re getting
We’re incentivized to deliver value—not sell products
You get proactive, strategic support year-round—not just when your portfolio grows
And most importantly:
You get a team that’s aligned with your goals—not our own compensation.
Ready to See the Difference?
If you’ve ever wondered whether your current advisor is truly acting in your best interest, ask yourself this:
Are they compensated based on your results—or your account size?
Let’s schedule a quick call. I’ll walk you through exactly how our flat-fee model works—and how it might save you thousands while delivering more value.
PS: Want to connect with other law firm owners who’ve made the switch?
Join our Lawyer Millionaire Community and get plugged into a smarter way to build wealth.