Estimate Fees

The figures from this calculator are meant to help you understand your estimated fee based on your household account values. Fees are calculated on a quarterly basis, at the end of each quarter, based on the quarter-end account value.  Keep in mind that this  tool is illustrative and may not be exact because of market changes, different account types, investment categories, and other specific details that can vary from one account to another. Additionally, for any contributions or withdrawals over $100,000 that occur during the quarter, the fee will be adjusted downwards or upwards and calculated on a pro-rata basis for the number of remaining days in that quarter. For withdrawals or contributions under $100,000, there is no adjustment made.  If you have any questions, or need precise fee estimates, please reach out to your advisor. Also, note that in actuality, the results will be rounded to the nearest hundredth of a percent.