Private Banking Fee Calculator

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Cost Analysis

Annual Management Fee $0
Total Fees Over Period $0
Portfolio Value (End of Period) $0
Portfolio Without Fees $0
Fee Impact on Returns $0

Fee Breakdown

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Fee Tier Annual Fee 10-Year Total Fees 10-Year End Value

Understanding Private Banking Fees

Management Fees

Annual fees charged as a percentage of your assets under management (AUM). Typically range from 0.25% to 2%.

Performance Fees

Additional fees based on investment performance above a benchmark. Usually 10-20% of excess returns.

Transaction Costs

Fees for buying and selling securities. May be included in management fees or charged separately.

Custody Fees

Charges for safekeeping your assets. Often bundled with other services in all-inclusive fee structures.

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