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Are You Overpaying Your Financial Advisor? Let's Find Out.

If you have between $1 million and $10 million in your investment accounts and have been paying a fee based on a % of your account value, it’s time to take a closer look at the fees you pay.

Our Advisory Fee Comparison Calculator is designed to provide a transparent comparison of these fee structures, giving you the insight needed to make informed decisions.

🔍 The Advisory Fee Comparison Calculator: Analyzing Two Essential Metrics

1. The Face Value Fee Comparison: This is the direct comparison of the total fees paid over your selected period under both fee structures.

2. The Real Fee Comparison: This comparison goes beyond the surface, illustrating the potential impact on your account balance. We factor in the potential growth of savings you'd achieve from lower fees if they were reinvested over the same period.

At Carroll Advisory Group, we understand the nuances of managing substantial retirement savings. If you have a portfolio in the $1 million to $10 million range and are looking to engage with a comprehensive, flat fee financial advisory firm, we're here to offer the clarity and confidence you need for a successful retirement journey.

Use our Advisory Fee Comparison Calculator, then let’s schedule a time to talk.

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Based in Texas | Serving Clients Nationwide