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The true cost of your advisor.

Most families have never seen what their advisory relationship actually costs — including the hidden expenses. This calculator shows you.

Important information about this comparison. The “Typical Wirehouse” and “Robo-Advisor” columns are hypothetical illustrations, not actual firms, and are based on assumed fee levels that may be higher or lower than what any particular firm charges. Lower cost does not guarantee better outcomes, and this comparison has material limitations: it does not reflect differences in services offered, investment strategies, performance, taxes, or your individual circumstances. Broker-dealers and robo-advisers may offer services, products, and pricing (including services WPW does not offer) that better suit some investors. WPW’s advisory fee used here is illustrative; actual fees range between 0.50% and 1.00% annually as disclosed in our Form ADV Part 2A. Projections assume constant returns and fees, which will not occur in practice. This calculator is educational only and is not a recommendation.
$3.00M
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Wolfson Private Wealth

Fee-Only Fiduciary
Advisory Fee (illustrative)0.75%
Fund Expenses0.08%
Trading / Platform0.00%
All-In Annual Cost0.83%
Year 1 Fee$0
Portfolio Value$0
Total Fees Paid$0
Financial planningAvailable (see Form ADV)
Direct principal accessYes

Typical Wirehouse

Broker-Dealer Model
Advisory Fee1.00%
Fund Expenses0.50%
Trading / Platform0.15%
All-In Annual Cost1.65%
Year 1 Fee$0
Portfolio Value$0
Total Fees Paid$0
vs. Wolfson Private Wealth$0

Robo-Advisor

Automated Platform
Advisory Fee0.25%
Fund Expenses0.06%
Trading / Platform0.00%
All-In Annual Cost0.31%
Year 1 Fee$0
Portfolio Value$0
Total Fees Paid$0
vs. Wolfson Private Wealth$0
Financial planningNone
Direct principal accessNo

Your Comparison

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We will email this fee comparison along with The True Cost of Commission-Based Advice — the worked arithmetic behind the difference.

Illustrative only, based on the assumptions shown; not a prediction of your results. Submitting this form does not create an advisory relationship.

Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment adviser registered with the Florida Office of Financial Regulation. Registration does not imply a certain level of skill or training. All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss.

Information presented on this website is for educational and informational purposes only, does not constitute investment, tax, legal, or accounting advice, and should not be construed as a solicitation, offer, or recommendation to buy or sell any security. Any client scenarios described are hypothetical composites for illustrative purposes only and do not represent any specific client, actual performance, or guarantee of results.

WPW does not offer tax or legal advice. Clients should consult qualified tax and legal professionals regarding their individual circumstances. Assets are custodied at Interactive Brokers LLC, a qualified custodian. WPW is not affiliated with Interactive Brokers LLC. The presence of a link to a third-party website does not imply endorsement.

Florida tax and asset protection commentary represents general information as of the publication date and is subject to change by legislative or regulatory action. WPW encourages all readers to obtain situation-specific counsel. Our complete disclosure brochure (Form ADV Part 2A) is available upon request and on the Investment Adviser Public Disclosure (IAPD) website.