Estimate how much you could save with Domain Money
Most advisors charge a percentage of the money they manage for you — known as an “Asset Under Management” (AUM) fee. AUM fees typically range from 0.25–1.5%. With the AUM model the more your money grows the more you pay.
We don’t charge AUM fees, we charge a flat fee — use this tool to see which is best for you.
You keep your investments where you feel comfortable.
We're here to guide you, not sell you something. We will never push a product on you and we don’t receive commissions of any kind.
No hidden costs or assets under management (AUM) fees, just clear pricing tailored to your needs.
* The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $2,500, $4,500, or $7,500 based on the plan chosen, One Page, Strategic, or Comprehensive, respectively. The Domain Money scenario also reduces the amount of projected annual contributions by $500 divided by three (3) as we expect some clients to want to have their plans updated every three years. Thus for example, when choosing One-Page plan, the current portfolio value will be reduced by $2,500 and the yearly contributions will be reduced by $500 divided by 3 or $166.67. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The Facet scenario reduces the currently portfolio value and each subsequent annual contribution by $2,400 without changing the return rate. The Charles Schwab scenario assumes an annual 0.5% assets under management fee which reduces the the annual return by that amount as well as a flat $360 annual fee which reduces the annual contributions. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and an 2% inflation adjustment for a real return of 8%.
