How the advisor-fee calculation works
The calculator multiplies the assets billed by the stated annual fee percentage. For example, a $2 million managed portfolio at 0.75% produces an estimated $15,000 annual advisory fee. That estimate may not include underlying fund expenses, trading costs, platform charges, planning retainers, or fees on assets held elsewhere.
What to compare with the dollar cost
- Investment management and rebalancing
- Tax-return review, asset location, and coordination with your CPA
- Business and household cash-flow planning
- Insurance, estate, retirement-plan, and major-decision support
- Behavioral coaching and proactive communication
Important limitations
This is a first-year illustration, not a judgment about value. Advisory schedules may use tiers, breakpoints, minimums, or different billing methods. Confirm the actual fee in the advisory agreement and account statements, then ask which services are included and which professionals receive compensation.
For a longer-horizon illustration, use the AUM fee calculator. To compare the relationship more broadly, read what financial advice should cost and include.
Ready for a real review?
Create a private Financial Snapshot in Elements to organize the actual numbers before a professional review.