Advisory Fee Impact Calculator
A 1% difference in annual fees sounds small. Over decades of compounding it can cost a client hundreds of thousands. Show prospects exactly what fees cost — and where the gap goes.
Lost to the higher fee$489,148over 30 years — 22.1% of final wealth
1.5% fee — $2,210,459 2.5% fee — $1,721,311
Shaded area = wealth consumed by the extra 1.0% fee. Assumes monthly compounding and contributions.
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For reference, the starting $250,000 alone (no contributions) at a net 5.50% would grow to $1,245,988.
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