Investment Fee Calculator
Understand the true cost of investment fees and how they compound over time. A small difference in fees can mean hundreds of thousands of dollars in lost wealth.
Investment Fee Calculator
Discover how seemingly small investment fees can dramatically impact your long-term wealth. See the real cost of high-fee investments over time.
Typical index fund fee (0.03% - 0.20%)
Typical actively managed fund (0.5% - 2.0%)
Low Fee Portfolio
$0
@ 0.06% annual fee
High Fee Portfolio
$0
@ 1.2% annual fee
Cost of High Fees
$0
Lost to unnecessary fees
Visual Impact Comparison
Try these common scenarios:
Why Fees Matter
Investment fees might seem small, but they compound negatively over time, eating away at your returns year after year.
- Fees are charged regardless of performance
- They compound negatively over decades
- Higher fees don't guarantee better returns
- Index funds typically have much lower fees
Low-Cost Investment Options
Here are some popular low-cost investment options to consider:
Ready to Optimize Your Entire Financial Plan?
While choosing low-cost investments is important, it's just one piece of your financial puzzle. Our comprehensive planning tool helps you optimize everything from savings rates to retirement timing.