The Demand Wealth Difference
See how your money could grow with us.
TodayYear 30
This graph shows the effect of fees on returns. Demand Wealth has a 0.5% management fee with an average portfolio expense ratio of .13%, while classic advisory firms have an average management fee of 1.02% and average expense ratio of .44%. All projected returns are estimated and based on the last 30 years of historical data: 8% for equity, 6.54% for long-term debt, and 2.96% for short-term debt. Actual returns may be different. The Agressive portfolio is 100% equity, the Moderate portfolio is 50% equity and 50% long-term debt, and the conservative portfolio is 50% long-term debt and 50% short-term debt. Returns for each allocation were calculated net of fees and expenses for both Demand Wealth and Classic Financial Advisory Firms.