Calculator

Translate your advisor fee from a percentage into a real number.

A 1% fee sounds small until the account balance gets large. This calculator helps you see the dollar amount clearly.

Investable assets managed by advisor Advisor fee percentage How much business/tax/cash-flow planning are you receiving?

After you see the number, take the quiz. The question is not only what you pay. It is what your advisor is actually doing for it.

Create your free Financial Snapshot in Elements so Peterkin Financial can review the actual numbers behind your score.