Portfolio assumptions
Advisor fee structures
AUM advisor
% per year on total balance
Flat fee advisor
fixed dollars per year
Nectarine
$4,800 / yr
Share this exact scenario with clients or colleagues.
AUM advisor
Flat fee advisor
Nectarine
End-of-period snapshot
AUM advisor — ending balance
—
—
Flat fee advisor — ending balance
—
—
Nectarine — ending balance
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What you keep with Nectarine
vs. AUM advisor
—
more in your portfolio at end of period
vs. flat fee advisor
—
more in your portfolio at end of period
For illustrative purposes only. This calculator compares hypothetical fee
structures and does not account for taxes, investment expenses, or the value of financial
advice. Contributions and withdrawals are adjusted annually by the inflation rate you set.
Actual results will vary. Past performance is not indicative of future results. Nectarine
Financial advisors are fee-only and do not earn commissions.
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