FC
ADVISORY TOOLS
Fee Calculator
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Progressive fees on Growth assets only
EFFECTIVE ANNUAL FEE
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Annual fees ÷ Total Portfolio Value
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Total estimated annual fee$0.00
Platform fee / year$0.00
Advisory fee / year$0.00
Effective rate on Growth assets: N/A
| Tier | Growth in tier | Platform | Advisory | Annual total |
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Safety/Income is excluded from fee calculations. Progressive tier rates apply only to Growth assets. The headline effective rate divides total annual fees by the entire portfolio value. Dollar amounts are rounded to cents.