Investment Fee Impact Calculator
Runs your portfolio twice — with and without the annual fee — and shows the final-balance gap, the total lost to fees and the share of potential wealth they consume over the years.
Read the full guide to this tool
Results
Notes
- A 1.5% fee does not cost 1.5% of your wealth — over 25 years it can eat a quarter of the final balance, because the fee compounds too.
- This is an educational estimate, not financial advice; talk to a qualified adviser before making money decisions.