See the real cost of percentage-based advisor fees. Enter your portfolio value, advisor fee, and expected return to compare how much wealth you keep with LIUV over 10, 20, and 30 years.
Your advisor currently charges $2,500/year on this portfolio. As your wealth grows, so does their fee.
Inputs
All calculations run client-side with no API calls. Sliders update instantly. Portfolio input is debounced at 300ms.
LIUV: $29/month ($348/year) - flat fee, not % of your wealth
Minimum $10,000
1.00%
7.0%
With LIUV you keep an extra
$0
over 20 years
With LIUV
$0
With advisor
$0
Fees paid to advisor
$0
LIUV total cost
$0
Portfolio value trajectory over 30 years
With LIUVWith advisorCompounded gap
Every year the fee continues, the gap compounds. The longer you wait, the more expensive the decision becomes.
Start keeping this money
LIUV automates the Buffett/Graham framework without charging a percentage of your wealth. Keep more of your compounding for yourself.
Disclaimer: Illustration assumes a constant annual return and a fixed AUM fee percentage applied to beginning-of-year portfolio value. Does not account for market volatility, taxes, or variations in advisor fee structure over time. LIUV pricing reflects current monthly subscription rate of $29/month and is subject to change. Past performance does not guarantee future results. This is not investment advice.