{"id":1452,"date":"2023-10-30T12:50:50","date_gmt":"2023-10-30T12:50:50","guid":{"rendered":"https:\/\/www.portadvisors.com\/?page_id=1452"},"modified":"2024-03-15T13:53:27","modified_gmt":"2024-03-15T13:53:27","slug":"fee-calculator","status":"publish","type":"page","link":"https:\/\/www.portadvisors.com\/fee-calculator\/","title":{"rendered":"Fee Calculator"},"content":{"rendered":"\n
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Fee Calculator<\/h1>\n\n\n\n

Discover Your Costs<\/h2>\n\n\n\n

We understand that planning for your financial future is a crucial step towards achieving your dreams. Our fee calculator tool is designed to give you clarity and transparency when it comes to understanding the costs associated with our financial planning services.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Click on the following boxes that best describes your financial picture in order to estimate your fees:<\/h2>\n\n\n\n
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Less than $300k in Investible Assets<\/p>\n\n\n\n

Only looking for investment management services.<\/p>\n<\/div>\n\n\n\n

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Less than $300k in Investible Assets<\/p>\n\n\n\n

Would like to take advantage of most and\/or all planning services.<\/p>\n<\/div>\n\n\n\n

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$300k or more in Investible Assets<\/p>\n\n\n\n

Would like to take advantage of most and\/or all planning services.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Unfortunately, we might not be the right fit for you. We welcome you to contact our office for a 15-minute phone conversation so that we may be able to point you in the right direction.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Your minimum annual fee would be $3,000, adjusted for 3% inflation annually. For example, year 1 your fee would be $3,000. Year 2: $3,000 x 3% = $90, so fee would be $3,090.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Fee Structure<\/h3>\n\n\n\n

Here is our fee schedule, upon which the below blended rates are based:<\/p>\n\n\n\n

Assets Under Management<\/th>Annual Fee %<\/th><\/tr>
First $1,000,000<\/td>1.00%<\/td><\/tr>
Next $1,000,000 \u2013 $1,999,999<\/td>0.50%<\/td><\/tr>
Above $3,000,000<\/td>0.25%<\/td><\/tr><\/tbody><\/table>
* Subject to minimum annual fee of $3,000<\/mark><\/figcaption><\/figure>\n\n\n\n

Here\u2019s what our clients pay us, based on the portfolio sizes shown. These are blended, annualized rates determined by our fee schedule:<\/p>\n\n\n\n