This calculator shows how much you could save by paying a flat advisory fee instead of a traditional AUM fee.
Enter your portfolio size, AUM fee, and expected annual growth to compare a traditional AUM model with a $15,000 annual flat fee over the time horizon you choose.
Assumption: the fee is charged at the start of each year on the balance at that point, then the remainder grows. Fees are paid from the portfolio.
This is a hypothetical illustration based on the figures you enter. It is not a projection of any client's results and it is not a recommendation. A constant annual return is assumed for simplicity; real portfolios do not return the same amount every year. The illustration covers the advisory fee only and does not include fund expenses, trading costs, or taxes. Past performance does not indicate future results. Investing involves risk including possible loss of principal.