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Fee Calculators - Financial Life Planning & Investment Management (AUM)

Assets Under Management (AUM) Fee Calculator

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Please note that the price shown is an estimate. The actual fee will be determined once the funds have been transferred and the total value of assets under management is confirmed.

The fee estimates provided by this calculator are hypothetical and are not guaranteed to reflect the actual fees you may pay. Advisory fees are negotiable and may vary depending on the scope and complexity of the services requested. Your actual fees will be outlined in a written advisory agreement.

** Each fund's expense ratio is in addition to my AUM fee

Want to learn more about our approach? Read our investment philosophy.

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Financial Life Planning Calculator

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Are you an individual or married?*
Select any of the following services you are interested in including in your plan:*
Estimated Annual Planning Fee
$0.00/year
One-time Upfront Fee: $0.00
Monthly fee: $0.00

*Exit Planning Services for Business Owners to be calculated separately from the Financial Life Planning fees, as it is a complex separate service.

*The fee estimates provided by this calculator are hypothetical and are not guaranteed to reflect the actual fees you may pay. Advisory fees are negotiable and may vary depending on the scope and complexity of the services requested. Your actual fees will be outlined in a written advisory agreement.

If you'd like a personalized proposal, check the box below and our team will follow up using the email address provided.

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