Advisor Cost 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 (Firm A)

1.00%

Annual Flat Planning Fee (Firm B)

$

AUM Fee w/ Flat Plan (Firm B)

0.25%

Firm A: AUM Only

Firm B: Flat + AUM

Breakeven Point

Firm A Portfolio (End)

—

Total fees paid: —

Firm B Portfolio (End)

—

Total fees paid: —

Breakeven Year
—
When Firm B overtakes Firm A

This calculator is for educational and demonstrational purposes only, not meant to be a representation of portfolio performance.