Advisor Fee Comparison Calculator

Compare Longitude Financial Planning’s service and fees against your current advisor or 401(k) plan

Keep More of Your Wealth

Find your planning fit. Compare advisory fees. See the potential long-term difference.

Step 1 of 3
Your current portfolio

Two quick numbers. A close estimate is fine.

Include brokerage, IRA, and 401(k) accounts.

$
What does your current advisor or 401(k) charge each year?

This is the annual advisory or management fee, as a percentage of your account.

Results assume 8% annual growth. No contact information needed to see them.

This calculator is a hypothetical illustration for educational purposes only. Results assume an 8% annual growth rate, which is an assumption and not a forecast; actual returns vary and may be negative. Fees are deducted at the end of each year after growth. Longitude fees are estimates based on your answers and our published pricing. If you choose core plus alternatives, the AUM fee is a blended rate that assumes 10% of the portfolio is in alternative investments and 90% in core investments; actual allocations and fees vary; prices are negotiable and your actual fees are set in your advisory agreement and described in our Form ADV Part 2A. The calculator does not account for taxes, fund expenses, contributions, or withdrawals. Results are not a guarantee of future results.