The Advisory Fee Audit

Transparency is our standard. We break down the math so you don't have to.

Enter Your Managed Asset Balance
$
Other Advisor
$0
Estimated All-In Cost
Advisory Fees (Blended)
Investment Costs
Internal Expenses (0.15%)$0

*Example based on national firm fee schedules.

Annual Total
Atomic Planning
$0
Estimated All-In Cost
Advisory Fees (Tiered)
Investment Costs
Internal Expenses (0.15%)$0

*Costs may vary based on selection.

Annual Total
Potential Annual Savings
$0
When is the last time your advisor looked at your tax return or provided
the tools to create your estate planning documents?
See Our Process