Portfolio Management Fees

Annual advisory fees are based on the aggregate value of household assets. The calculator below reflects what our fees may look like for you. Able Wealth Management uses a ‘breakpoint’ fee schedule which means the fee is the same on all your assets depending on where you fit in the schedule below. 

Fee Schedule

Our fees are not based on trading activity or commissions. Annual investment management fees are paid quarterly and in arrears. We use an average of the daily balance in the client’s account throughout the billing period, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. Under the average daily balance method, each day’s balance for the quarter is summed then divided by the number of days in the quarter, to compute the average daily balance. Management fees are withdrawn directly from the account on a quarterly basis. For more information please email us for a copy of our agreement.

This calculator does not take into account other fees and expenses that may be applicable to your account, such as the costs and fees associated with any underlying investments utilized for a client account.