Fee schedule builder
Set your AUM tiers, see what every client pays, and download a clean fee schedule to hand to clients. Free, and your numbers never leave your browser.
How tiers apply
Each slice of assets is billed at its own tier's rate.
Match the wording in your advisory agreement and Form ADV Part 2A.
PNG or JPG. It stays in your browser.
The schedule you hand to clients: your tiers and what they pay at a glance.
Advisory Fee Schedule
| Assets under management | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Next $2,000,000 | 0.60% |
| Above $5,000,000 | 0.50% |
What this looks like
| Assets | Annual fee | Effective | Quarterly |
|---|---|---|---|
| $500,000 | $5,000 | 1.00% | $1,250 |
| $1M | $10,000 | 1.00% | $2,500 |
| $2.5M | $22,000 | 0.88% | $5,500 |
| $5M | $38,000 | 0.76% | $9,500 |
| $10M | $63,000 | 0.63% | $15,750 |
The fee schedule for your clients and the fee worksheet for your team, with your firm's name on both.
Tiered vs. breakpoint fees
Most AUM fee schedules step the rate down as assets grow. The question is whether the lower rate applies to the whole balance or only to the assets above each breakpoint.
Take a $2.5M household on a schedule of 1.00% on the first $1M and 0.80% up to $3M:
- Tiered (blended): $22,000 a year, an effective 0.88%.
- Breakpoint (flat): $20,000 a year, a flat 0.80% on everything.
Breakpoint schedules are easier to explain, but they create cliffs: a client with just over $1M can pay less than one with just under it. Tiered schedules avoid that, which is why many firms use them. Switch between the two above to see the difference on your own tiers.
Common questions
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