TOTALWEALTH PLAN FEE CALCULATOR

Fee Calculator
Please answer all of the following questions to the best of your knowledge to receive your Complexity Score
Your Complexity Score =
Please Answer All Questions
Once you know your Complexity Score, use it and an estimate of your Assets to determine your Estimated Initial Setup Fee with the chart below:
 Complexity Score
Estimated Assets ↓ 0-12
Standard
13-23
Growing
24-33
Enhanced
34+
Complex
$0 - $499,000 $2,000 $2,250 $2,750 $3,500
$500,000 - $999,999 $2,250 $2,250 $3,000 $4,000
$1,000,000 - $1,999,999 $2,750 $3,000 $4,000 $4,500
$2,000,000 - $2,999,999 $3,150 $4,000 $5,500 $5,500
$3,000,000 - $6,999,999 $4,000 $4,500 $6,000 $6,000
$7,000,000 - $9,999,999 $4,500 $5,500 $6,000 $6,000
$10,000,000 + $6,000 $6,000 $6,000 $6,000

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