HWC Fee Calculator – Complexity Score

Please answer all of the following questions to the best of your knowledge to receive your Complexity Score:

"*" indicates required fields

Your First Name:

Your Last Name:

Your Email Address:

1. When will you need income from your investments?*

2. Tax Analysis/ Employment Status*

3. How many qualified (retirement) investment accounts do you have?*

4. Debt Obligations*

5. Marital Status*

6. Real Estate*

7. Stock Options*

8. How many non-qualified (non-retirement) investment accounts do you have?*

9. Pensions*

10. Estate Considerations*

11. Household Income*

12. Personal Insurance Policies*

Your Complexity Score:

Once you know your Complexity Score, use it and an estimate of your Assets to determine your Estimated Initial Setup Fee with the chart below:

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