Calculateur de Frais de Conseiller Financier
Key Financial Terms
Understand the essential concepts behind this calculator
AUM (Assets Under Management)
Total market value of investments managed by an advisor or fund. Used to calculate 1% annual advisor fees—$500K AUM = $5K/year.
Learn more →
Alpha
Excess return above benchmark. Positive alpha = beat the market. Most actively managed funds have negative alpha after fees.
Learn more →
Fee-Only Advisor
Financial advisor paid only by client fees, not commissions. Fiduciary duty to act in your best interest. No conflicts from product sales.
Learn more →
Questions Fréquentes
Questions courantes sur Calculateur de Frais de Conseiller Financier
De nombreux conseillers facturent environ 1,0% par an sur le premier M, avec des points de rupture échelonnés au-dessus de cela (par exemple, 0,8% de –3M). Sur 30 ans, des frais de 1,0% peuvent réduire la richesse finale de 20 à 30% par rapport à une alternative à faible coût, en fonction des rendements.
Explore Number Convert
Free unit conversion tools
Sources & References
Investment Adviser Public Disclosure
SEC database for researching financial advisor backgrounds, credentials, and fee structures
Investment Adviser Public Disclosure
SEC database for researching financial advisor backgrounds, credentials, and fee structures
The Impact of Fees on Investment Returns
FINRA investor education on understanding and minimizing investment fees
The Impact of Fees on Investment Returns
FINRA investor education on understanding and minimizing investment fees
Fiduciary Duty Standards for Financial Advisors
SEC Regulation Best Interest establishing fiduciary standards for financial advisors
Fiduciary Duty Standards for Financial Advisors
SEC Regulation Best Interest establishing fiduciary standards for financial advisors