Fee calculator
What would Averline
cost you?
Our wealth management fee is blended: each portion of your assets is billed at its own rate, so the effective rate falls as assets grow.
| Portion of assets | Annual rate |
|---|---|
| First $1M | 1.00% |
| $1M – $3M | 0.80% |
| $3M – $5M | 0.60% |
| Above $5M | 0.40% |
Each portion of your assets is billed at its own rate. Planning and tax work are included. Sample schedule for this template.
Billing
What you pay for,
and how it is billed.
01
What the fee covers
Financial planning, tax projections, investment management, rebalancing and reporting. No separate planning fee.
02
What it does not cover
Fund expenses charged by the fund companies and any custodian fees. We show both in your first proposal.
03
How billing works
Quarterly in arrears, based on your average balance. You can end the agreement at any time.
First conversation
Every plan starts with
one honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.
First conversation
Every plan starts with
one honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.
First conversation
Every plan starts with
one honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.
Averline
Fee-only financial planning, investment management and fractional CFO services for families and business owners.
© 2026 Averline Partners, LLC
Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.
Averline
Averline
Fee-only financial planning, investment management and fractional CFO services for families and business owners.
© 2026 Averline Partners, LLC
Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.
Averline
Averline
Fee-only financial planning, investment management and fractional CFO services for families and business owners.
© 2026 Averline Partners, LLC
Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.
Averline