Calculators

Two fee lines from the same starting point: a flat fee running level, a percentage-of-assets fee climbing away from it, with the widening space between them shaded.

Flat Fee & AUM Comparison

What a flat annual fee costs against a percentage-of-assets fee, and what the difference compounds to over the years.

Two bars: the amount withheld at vest, and the tax at your bracket, which is taller. The difference between them is bracketed and labelled the gap.

RSU Tax Gap Calculator

Federal withholding at vest is often a flat 22%. Your bracket may be higher, leaving you with a surprise tax bill.

Calculator results are hypothetical and illustrative. They use the assumptions stated on each tool and the figures you enter, and they do not reflect actual client results or predict future outcomes. Nothing here is individualized investment, tax, or legal advice. Valence Wealth, LLC is a registered investment advisor in the State of Arizona. Registration does not imply any specific level of skill or training.

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The calculators are general. Your grant schedule, bracket, and timing are not. A 30-minute call gets you the answer for your real position.

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