Fee Calculator

Estimate your annual advisory fee based on your assets, net worth, and planning complexity.

Fee minimum

Investable assets (liquid)

Total family net worth

Complex situation / work?

Complex estate planning?

Base6,000

Illiquid(Illiquid × 0.10%)0

Complexity(Subtotal × 0%)0

Total fee6,000

Liquid effective rate—

Total effective rate—