Updated August 1, 2026. Quick answer: on a $750,000 portfolio, the measured median lands at 0.81%–1.00%, or $6,094–$7,500 a year. That is computed from the fee schedules 176 SEC-registered advisers publish in their own Form ADV brochures, not from a survey of what people say they pay.
$750,000 sits between two measured points in our benchmark ($500,000 and $1,000,000), so the range below is interpolated between them rather than measured directly at $750,000.
$750,000 portfolio advisor fee table
| Annual rate | Cost per year | Over 10 years |
|---|---|---|
| 0.50% | $3,750 | $37,500 |
| 0.75% | $5,625 | $56,250 |
| 1.00% | $7,500 | $75,000 |
| 1.25% | $9,375 | $93,750 |
| 1.50% | $11,250 | $112,500 |
The row that matters is the gap between them. A quarter of a percentage point is $1,875 a year at $750,000 — $18,750 over a decade, before any growth on the money you did not pay away. That is the whole reason to price a quote rather than accept one.
What actually moves the number at this balance
At $750,000 most firms will quote a percentage, and the published schedules cluster tightly enough that the spread above is the real negotiating range rather than an outlier band. The question worth asking is what the fee includes — tax coordination, estate basics and implementation are billed separately by some firms and bundled by others, and comparing a bundled quote against an unbundled one is the most common way people mis-price this.
Two things worth establishing before you agree to anything, whichever structure you choose: whether they are a fiduciary at all times, in writing, and whether they are fee-only or fee-based. Neither is implied by the price.
Price the quote you were actually given
Our fee checker compares a quote against these measured medians and tells you whether it is competitive at your balance. If it is not, the negotiation scripts are the cheapest possible fix — at $750,000 a successful quarter-point negotiation is worth $1,875 every year you stay.
Methodology
Figures come from Clear Money Guide’s 2026 advisor fee benchmark: an original analysis of the fee schedules 176 SEC-registered investment advisers publish in Form ADV Part 2A, weighted to a screened frame, with costs reported as identification intervals because the filings disclose ranges. Open data under CC BY 4.0, DOI 10.5281/zenodo.21741167. Full method and limitations: State of Advisor Fees 2026.
Related balances: $500k · $1 million · $2 million · $3 million.
At $750,000, a tenth of a percent is $750 a year.
That is the whole argument for getting more than one quote. Take the figures above into the conversation and ask each firm what they would charge on $750,000, all in, and what that buys beyond investment management.
Before you start, what actually happens. The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you.
WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone.
Compare fees, scope, conflicts, credentials and fiduciary duty before you hire anyone. This is not the only way to find an adviser.
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