Financial Advisor Fee Comparison
Compare the long-term impact of flat-fee vs. AUM-based advisor pricing on your portfolio.
Investment
Contributions
Fees
Final Value (Year )
Optimal Advisor Path
Best advisor each year (Year )
Investment Growth
Investment Projections
| Year | No Advisor Fees | Fixed Advisor Fee | Tiered Advisor Fee | Fixed Fee/Yr | Tiered Fee/Yr | Optimal Path | Advisor Used | Total Fees |
|---|---|---|---|---|---|---|---|---|
About This Tool
This calculator compares the long-term impact of different financial advisor fee structures on investment growth.
Scenarios
- No Advisor Fees — baseline growth with no advisory costs
- Fixed Advisor Fee — a flat annual dollar amount regardless of portfolio size
- Tiered Advisor Fee — a percentage-based fee that decreases as your portfolio grows
- Optimal Path — picks whichever advisor is cheaper each year
How It Works
The calculator models compound interest with configurable contribution schedules. Contributions can be made at various frequencies and are compounded with partial-period adjustments. Fees are deducted at the end of each year.
This tool is for educational purposes only and does not constitute financial advice.