Total Investable Assets: ${totalAssets22}
Tier |
Fee |
Assets In Tier |
Fee For Tier |
Tier 1: $0 - $500k |
.850% |
${tier1} |
${fee1} |
Tier 2: $500k - $1M |
.600% |
${tier2} |
${fee2} |
Tier 3: $1M - $2M |
.300% |
${tier3} |
${fee3} |
Tier 4: $2M - $7.5M |
.175% |
${tier4} |
${fee4} |
Tier 5: $7.5M+ |
.125% |
${tier5} |
${fee5} |
TOTAL ANNUAL FEE: ${totalFee23}
Effective Rate: {effectiveRate}%
DO YOU KNOW HOW MUCH YOU ARE PAYING YOUR CURRENT FINANCIAL ADVISOR??
Average AUM Fee |
Total Assets |
Other Advisor's Fee |
1% |
${totalAssets22} |
${otherAdvisor33} |