Estimate Fees

This calculator provides an estimated net advisory fee based on the hypothetical account balance entered and our blended-tiered fee schedule. Actual advisory fees may differ depending on each client's specific situation, including the investment strategies and advisory services implemented with MATAURO.

Fees are calculated at the end of each quarter, based on the account value at quarter-end.

Please keep in mind that this tool is for illustrative purposes only. Actual fees may differ due to market fluctuations, account types, underlying investment selections, and other account-specific details.

For contributions or withdrawals greater than $100,000, the advisory fee will be adjusted for that quarter and calculated on a pro-rata basis for the remaining days in the quarter. Contributions or withdrawals under $100,000 will not result in a fee adjustment.

If you have any questions or would like confirmation of your exact advisory fee, please contact your advisory team.
Please note that the advisory fee rate displayed is rounded to the nearest hundredth of a percent.