Percentage Fee vs Flat Fee Cost Calculator

Here’s a standard tiered schedule. Adjust the percentage rates to match your advisor’s fees and see how your blended fee compares to a flat‑fee approach. The second calculator shows the long‑term impact of each fee structure. If you’re unsure which flat‑fee tier fits, the quiz on our pricing page offers quick guidance. And if you’d like clarity on what you’re currently paying, please set up a 20‑minute call and we can walk through it together.