THE
SOVRAN
Lifestyle Wealth Management
THE
SOVRAN
Lifestyle Wealth Management
AUM = Assets Under Management — the total dollar value of client investments a firm oversees. Traditional advisors charge a percentage of that number, so fees rise as the portfolio grows.
| Dimension | Traditional 1% AUM | The Sovran Fee Cap |
|---|---|---|
| How fees are calculated | A percentage of assets under management — every dollar costs more. | A flat fee for advisory services, capped at $15,000 within the program tier. |
| What happens as assets grow | Fees rise in lockstep with portfolio growth. | Asset growth alone does not increase fees beyond the cap. |
| Incentive structure | Advisor revenue grows with your wealth, not necessarily with your outcomes. | We’re paid for advice and execution — not for sitting on more dollars. |
| Cost predictability | Variable, year over year. | Stable, predictable, and stated in advance. |
| Transparency | Often buried in basis-point footnotes. | Published fee sheet, one-pager, and explicit ADV language. |
| Client alignment | Indirect. | We don’t hitch our wagon to your wealth. |