Our Fees vs. Your Savings

Model our two fees, 1.00% of assets under management and 10% of realized tax savings, against a plan's output, and see what you keep.

Inputs

Assets under management ($)

Realized tax savings from implemented strategies ($)

Estimated third-party costs: legal, appraisal, trustee ($)

Estimate

Updates as you type. Simplified estimate; assumptions below.

Annual advisory fee (1.00%)-

Performance fee (10% of savings)-

Third-party costs (passed through at cost)-

Savings you keep-

Savings kept per fee dollar-

Assumptions and limits. The advisory fee compensates ongoing investment management and planning and is shown for context; the 'savings kept' line nets only the costs attributable to the tax plan itself (performance fee and third-party costs). The performance fee applies only to realized savings against a pre-agreed baseline and only for qualified clients under SEC Rule 205-3. Details on the Pricing page and in Form ADV Part 2A. Estimates are educational, not advice or a projection. State taxes, alternative minimum tax, phase-outs, and individual facts can change results materially.

Want this run on your actual facts?

The real model includes your state, basis lots, AMT position, and the strategies interacting with each other.

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