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What does your advisor's fee really cost?

A yearly fee of 1% sounds small, but it's charged every year on your whole balance, and the money it takes can't grow. Enter your numbers to see the real cost. Free, no sign-up.

A long-run average; real returns go up and down. See how the indexes have done.
Your advisor's fee plus your funds' expense ratios.
Without the fee 
With the fee 
What the fee costs you 

 

YearWithout feeWith feeCost so far

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Hypothetical example: steady growth, the fee taken from each year's starting balance, additions at the end of each year, no taxes. Real returns go up and down. General information, not investment advice. Want the background? Read What a 1% fee really costs.