Westwick Melrose & Cromwell

Family Office Cost CalculatorPartners preview

Full version — operating cost and investment-cost layer. This page is an API client: the calculation engine runs server-side only. Link-only access, not indexed, not listed anywhere.

01 · Global information
02 · Asset allocation
03 · Scope of services
Operating cost
    Investment costs — what the portfolio itself costs every year
    Asset classValueMgmt & fund feesCustody / InsuranceFirm cost

    Three scenarios

    Firm costs are identical in all three columns — they don't depend on returns. Only performance fees move. In a down year you pay the full cost and lose capital.

    Operating cost
    Recurring investment cost (firm)
    Full annual cost