What do the fees add up to?
Compare costs in dollars, then discuss the services and relationship behind them. These inputs are illustrative, not quotes from listed advisors.
Your comparison
For a flat-fee arrangement, set the advisory percentage to zero. If fund expenses are already included in a quoted all-in fee, leave fund expenses at zero to avoid counting them twice.
$1,250
difference in estimated annual costs
Illustration assumes a constant portfolio value and unchanged fees. Excludes growth, contributions, withdrawals, taxes, tiered schedules, trading costs, and other charges. It is not a forecast or a recommendation.
Find an advisor to discuss your optionsAsk what is included.
Compare investment management, financial planning, tax coordination, meeting frequency, and other charges alongside price. Request each advisor’s current written fee schedule.
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