Investment Fee Impact Calculator

Fee Comparison

0.1% Fee Portfolio

$1,314,231

1% Fee Portfolio

$1,061,606

Fee Difference:$252,626

That is19.2% of your potential wealth!

Common Hidden Fees

  • • Expense ratios in mutual funds and ETFs
  • • 401(k) administration fees
  • • Advisory fees (often 1% of assets)
  • • Trading commissions and loads