$2M+
Assets Managed
ComposedPro
Wealth
Annual Cost
0.70%
Average Advisor¹
0.91%
This translates to
$4,200
annual savings
vs the Average Advisor¹
$0.5M - $2.0M
Assets Managed
ComposedPro
Wealth
Annual Cost
0.80%
Average Advisor²
1.02%
This translates to
$2,200
annual savings
vs the Average Advisor²
Less than $0.5M
Assets Managed
ComposedPro
Wealth
Annual Cost
$500 per month
Average Advisor³
$625 per month
This translates to
$1,500
annual savings
vs the Average Advisor³
¹The Average Advisor fee (AUM) for $2,000,000 under management. "Average Financial Advisor Fees in 2023". Advisory HQ. https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Investment-Management-Fees. Accessed May 15, 2025.
²The Average Advisor Fee (AUM) for $1,000,000 under management. "Average Financial Advisor Fees in 2023". Advisory HQ. https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Investment-Management-Fees. Accessed May 15, 2025.
³The Average Advisor Fixed Fees for less than $500,000. "Average Financial Advisor Fees in 2023". Advisory HQ. https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Typical-Financial-Planner-Fees. Accessed May 15, 2025.