Interactive worksheet

Fee comparison

Turn the questions in your head into a clearer working picture. Adjust the inputs below and use the result to prepare for a conversation.

Assets covered by both proposals ($)

Arrangement A · annual asset-based fee (%)

Arrangement A · additional annual costs ($)

Arrangement B · annual asset-based fee (%)

Arrangement B · additional annual costs ($)

Illustrative defaults only—not market averages, a quote, or an Entropy fee proposal. Annual cost = covered assets × annual percentage + additional annual costs. Enter fixed fees and known outside costs in the additional-cost fields. Tiered fees, minimums, changing balances, investment returns, and tax effects are not modeled.

No email is required to use this tool. Tool inputs are not included in the inquiry form submission. Use approximate figures and role labels; do not enter account numbers.

How to compare family offices ↗

Tell us what needs
to come together.

Share the decision, the timing, and the help you are looking for. Entropy will review your request for a possible advisor introduction.

An introduction may be to Entropy’s advisory team or another participating advisor. This is not a search of every firm in the market. Fit, fees, and services are discussed separately.

Please use approximate figures. Do not include account numbers, tax IDs, passwords, or private documents.

Fee comparison

Tell us what needsto come together.

Tell us what needs
to come together.