Advisor Fee Comparison Calculator

See how asset-based fees compare to flat planning fees over time. Find the breakeven point where the combined approach can keep your money invested.

Assumptions

Starting Portfolio Value

Annual Growth Rate

8.0%

AUM Fee (Your Current Advisor)

1.00%

Annual Flat Planning Fee (Longitude Financial Planning)

AUM Fee (Longitude Financial Planning)

0.20%

Your Current Advisor: AUM Only

Longitude Financial Planning: Flat + AUM

Breakeven Point

Your Portfolio with Your Current Advisor (End)

—

Total fees paid: —

Your Portfolio with Longitude Financial Planning (End)

—

Total fees paid: —

Breakeven Year
—
When Longitude Financial Planning overtakes Your Current Advisor

This calculator is for educational and demonstration purposes only, not a representation of portfolio performance

See our Wealth Management Page
See our Financial Coaching Page
Our Investment management fee schedule
Asset based fees are reduced when bundled with planning services