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
$ 0
$ 0
$ 0

About Us

A: Lehigh Valley, Pennsylvania.
T: 610-349-6307

Recent Posts

Contact Us

    Your Name (required)

    Your Phone Number (required)

    Your Email (required)


    Your Message

    Newsletter Signup (required)

    Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Christman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
    Financial Planning & Wealth Management