Fee calculator
What would Averlinecost you?
Our wealth management fee is blended: each portion of your assets is billed at its own rate, so the effective rate falls as assets grow.
| Portion of assets | Annual rate |
|---|---|
| First $1M | 1.00% |
| $1M – $3M | 0.80% |
| $3M – $5M | 0.60% |
| Above $5M | 0.40% |
Your estimated annual fee$18,000Billed quarterly in arrears, about $4,500 per quarter
Effective rate0.90%
Per month$1,500
Each portion of your assets is billed at its own rate. Planning and tax work are included. Sample schedule for this template.
Billing
What you pay for,and how it is billed.
01
What the fee covers
Financial planning, tax projections, investment management, rebalancing and reporting. No separate planning fee.
02
What it does not cover
Fund expenses charged by the fund companies and any custodian fees. We show both in your first proposal.
03
How billing works
Quarterly in arrears, based on your average balance. You can end the agreement at any time.
First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.