Total Wealth Plan Fee Calculator

Fee Calculator

Please answer all of the following questions to the best of your knowledge to receive your Complexity Score

1 When will you need income from your investments?

2 Tax Analysis/ Employment Status

3 How many qualified (retirement) investment accounts do you have?

4 Debt Obligations

5 Marital Status

6 Real Estate

7 Stock Options

8 How many non-qualified (non-retirement) investment accounts do you have?

9 Pensions

10 Estate Considerations

11 Household Income

12 Personal Insurance Policies

Your Complexity Score =

Please Answer All Questions

Once you know your Complexity Score, use it and an estimate of your Assets to determine your Estimated Initial Setup Fee with the chart below:

Estimated Assets ↓	0-12 Standard	13-23 Growing	24-33 Enhanced	34+ Complex
	Complexity Score
$0 - $499,000	$2,000	$2,250	$2,750	$3,500
$500,000 - $999,999	$2,250	$2,500	$3,000	$4,000
$1,000,000 - $1,999,999	$2,750	$3,000	$4,000	$4,500
$2,000,000 - $2,999,999	$3,150	$4,000	$5,500	$5,500
$3,000,000 - $6,999,999	$4,000	$4,500	$6,000	$6,000
$7,000,000 - $9,999,999	$4,500	$5,500	$6,000	$6,000
$10,000,000 +	$6,000	$6,000	$6,000	$6,000