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 a 25-year period.

Inputs

Flat fee$15,000/yr
Time horizon25 years

 

Assumption: growth is applied first each year, then fees are deducted at year-end. Fees are paid from the portfolio.

Difference in ending portfolio value
$0
Ending value (AUM): $0
Ending value (Flat): $0