{"id":60,"date":"2026-10-27T19:56:39","date_gmt":"2026-10-27T19:56:39","guid":{"rendered":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/fees\/"},"modified":"2026-10-27T19:58:00","modified_gmt":"2026-10-27T19:58:00","slug":"fees","status":"publish","type":"page","link":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/fees\/","title":{"rendered":"Fee calculator"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"60\" class=\"elementor elementor-60\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0cb0a21 e-con-full e-flex e-con e-parent\" data-id=\"0cb0a21\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4015b08 elementor-widget elementor-widget-averline-page-hero\" data-id=\"4015b08\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-page-hero.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-phero\"><div class=\"av-wrap\"><nav class=\"av-crumbs\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/\">Home<\/a><span>\/<\/span><span>Fee calculator<\/span><\/nav><div class=\"av-phead\"><div><span class=\"av-kicker\"><i><\/i>Fee calculator<\/span><h1 class=\"av-d-xl\"><span class=\"av-ink\">What would&nbsp;Averline<\/span><span class=\"av-mute\">cost&nbsp;you?<\/span><\/h1><\/div><p class=\"av-lead\">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.<\/p><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<section class=\"elementor-element elementor-element-600fb4a e-con-boxed av-sec av-on-deep e-flex e-con e-parent\" data-id=\"600fb4a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b2ac968 elementor-widget elementor-widget-averline-fee-calc\" data-id=\"b2ac968\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-fee-calc.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-calc\" data-av-fee=\"{&quot;max&quot;:10000000,&quot;tiers&quot;:[[0,1000000,1],[1000000,3000000,0.8000000000000000444089209850062616169452667236328125],[3000000,5000000,0.59999999999999997779553950749686919152736663818359375],[5000000,0,0.40000000000000002220446049250313080847263336181640625]],&quot;locale&quot;:&quot;en-US&quot;}\"><div class=\"av-in\"><label for=\"av-aum-b2ac968\">Assets we would manage<output data-aum for=\"av-aum-b2ac968\">$2,000,000<\/output><\/label><input id=\"av-aum-b2ac968\" type=\"range\" min=\"750000\" max=\"10000000\" step=\"50000\" value=\"2000000\" style=\"--avm-p:13.51%\"><table class=\"av-tiers\"><thead><tr><th>Portion of assets<\/th><th>Annual rate<\/th><\/tr><\/thead><tbody><tr data-tier=\"0\" class=\"av-on\"><td>First $1M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:1\"><\/i><\/td><td>1.00%<\/td><\/tr><tr data-tier=\"1\" class=\"av-on\"><td>$1M \u2013 $3M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0.5\"><\/i><\/td><td>0.80%<\/td><\/tr><tr data-tier=\"2\"><td>$3M \u2013 $5M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0\"><\/i><\/td><td>0.60%<\/td><\/tr><tr data-tier=\"3\"><td>Above $5M<i class=\"av-tbar\" aria-hidden=\"true\" style=\"--av-u:0\"><\/i><\/td><td>0.40%<\/td><\/tr><\/tbody><\/table><\/div><div class=\"av-out\"><span class=\"av-eyebrow\">Your estimated annual fee<\/span><b class=\"av-big\" data-fee-year>$18,000<\/b><small>Billed quarterly in arrears, about <b data-fee-q>$4,500<\/b> per quarter<\/small><div class=\"av-kv2\"><div><span>Effective rate<\/span><b data-fee-rate>0.90%<\/b><\/div><div><span>Per month<\/span><b data-fee-month>$1,500<\/b><\/div><\/div><p class=\"av-note\">Each portion of your assets is billed at its own rate. Planning and tax work are included. Sample schedule for this template.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-5478c72 e-con-boxed av-sec e-flex e-con e-parent\" data-id=\"5478c72\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-87fc45a elementor-widget elementor-widget-averline-section-head\" data-id=\"87fc45a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-section-head.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-head\"><div><span class=\"av-kicker\"><i><\/i>Billing<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">What you pay&nbsp;for,<\/span><span class=\"av-mute\">and how it is&nbsp;billed.<\/span><\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06e76af elementor-widget elementor-widget-averline-points\" data-id=\"06e76af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-points.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"av-pts av-three av-light\"><div class=\"av-pt\"><span class=\"av-n\">01<\/span><h3>What the fee covers<\/h3><p>Financial planning, tax projections, investment management, rebalancing and reporting. No separate planning fee.<\/p><\/div><div class=\"av-pt\"><span class=\"av-n\">02<\/span><h3>What it does not cover<\/h3><p>Fund expenses charged by the fund companies and any custodian fees. We show both in your first proposal.<\/p><\/div><div class=\"av-pt\"><span class=\"av-n\">03<\/span><h3>How billing works<\/h3><p>Quarterly in arrears, based on your average balance. You can end the agreement at any time.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-51b79b1 e-con-full e-flex e-con e-parent\" data-id=\"51b79b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ed8758 elementor-widget elementor-widget-averline-cta-band\" data-id=\"4ed8758\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"averline-cta-band.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section class=\"av-cta\"><img loading=\"lazy\" decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp\" class=\"attachment-full size-full\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw.webp 1672w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-300x169.webp 300w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1024x576.webp 1024w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-768x432.webp 768w, https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-content\/uploads\/2026\/10\/ctaw-1536x864.webp 1536w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><div class=\"av-wrap\"><div><span class=\"av-kicker\"><i><\/i>First conversation<\/span><h2 class=\"av-d-l\"><span class=\"av-ink\">Every plan starts&nbsp;with<\/span><span class=\"av-mute\">one honest conversation.<\/span><\/h2><p class=\"av-lead\">Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.<\/p><\/div><div class=\"av-book av-glass\"><h4>Choose a time this week<\/h4><div class=\"av-slot\"><span>Tue \u00b7 Oct 27<\/span><span>10:00 am<\/span><\/div><div class=\"av-slot av-on\"><span>Wed \u00b7 Oct 28<\/span><span>2:30 pm<\/span><\/div><div class=\"av-slot\"><span>Thu \u00b7 Oct 29<\/span><span>9:00 am<\/span><\/div><a class=\"av-btn av-btn-mint\" href=\"https:\/\/templatesrocket.com\/demo\/averline-elementor\/book\/\">Request this time<span class=\"av-dot\"><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><svg class=\"av-ic\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.8\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M7 17 17 7\"\/><path d=\"M7 7h10v10\"\/><\/svg><\/span><\/a><\/div><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Estimate the annual Averline wealth management fee on our blended schedule.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-60","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/60","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/comments?post=60"}],"version-history":[{"count":4,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/60\/revisions"}],"predecessor-version":[{"id":212,"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/pages\/60\/revisions\/212"}],"wp:attachment":[{"href":"https:\/\/templatesrocket.com\/demo\/averline-elementor\/wp-json\/wp\/v2\/media?parent=60"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}