Portfolio Fee Comparison Calculator

See how much advisory fees can impact your investment returns over time.

Portfolio Details

Current Portfolio Value ($)

Annual Contribution ($)

Expected Annual Return (%)

Current Advisor Fee (%)

Industry average: 1.0% - 1.5%

Alternative Fee (%)

Fee-only fiduciary advisors: 0.5% - 1.0%

Fee Impact Analysis

Enter your portfolio details to see the impact of fees on your investments

Important Disclaimer

This calculator is for educational purposes and assumes fees are charged on the total portfolio value. Actual results may vary based on specific fee structures, investment performance, and market conditions.