CALCULATORS

Pick one. Run your own numbers. Sign in and they pre-fill.

FINANCE

Advisor Fee

What an advisor's percentage fee works out to per hour, and over the decades.

PORTFOLIO BALANCE ($)

The amount the advisor charges a percentage of

MONTHLY CONTRIBUTION ($)

YEARS (1-60)

Assumption: change it

EXPECTED GROSS RETURN (%)

Assumption: a flat guess, not a forecast

FUND FEE (%)

Assumption: use your funds' expense ratio

ADVISOR AUM FEE (%)

Assumption: use the rate in your agreement

ADVISOR HOURS PER YEAR

Assumption: count meetings and calls you actually get

PLANNER HOURLY RATE ($)

Assumption: get a real quote

PLANNER HOURS PER YEAR

Assumption: change it to what you would buy

Enter a portfolio balance (with valid values in every field) to see what the advisor fee works out to per hour