Wealth Management Fee Calculator

Wealth Management Calculator

Christman Financial Advisors works with clients either on an hourly basis or on a fixed wealth management fee basis.  This wealth management fee is based on the clients’ net worth at the time of engagement.  The fee is set for 3 years and then adjustable at the end of the 3 years and every 3 years after that based on the advisors fee structure at that time.  To find out your fee (paid either on a monthly or quarterly basis) enter your net worth below, then compare that to the typical (could be more) assets under management fee of 1%.

Note: an assets under management (AUM) fee fluctuates with the market plus any contributions or withdrawals so if the market is up 10% the advisor gets paid 10% more, where my fee is set for 3 years so all those gains and contributions are yours (I don’t get paid 1 dime more based off them) .  The current hourly rate is listed in the Company ADV filing.  If you have any questions please use the “Contacts Us” form below.

$ Note : Total assets minus total liabilities = net worth
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A: Lehigh Valley, Pennsylvania.
T: 610-349-6307

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Financial Planning & Wealth Management