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.
Understand your result
Use what financial advisors charge, how to evaluate advisor value, fee-only and 1% AUM models to put the result in context.
Compare the other tools: 1% AUM Cost Calculator, Portfolio Income Calculator, Tax Strategy Gap Check. You can also browse the tools hub or take the Financial Advisor Scorecard.
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