Advisor Fee Impact

Illustrative ending balance difference from advisory fees vs same gross return without fee drag.

Financial Disclaimer

This calculator is for educational purposes only and does not constitute financial advice. Results are estimates based on the inputs provided. Consult a qualified financial advisor before making investment or financial planning decisions.

Inputs

Starting portfolio

Years invested

Gross return (before fee)

Total advisory fee

Tab to move between fields

Results

Ending (after fees)

$2,871,746

Ending (no fee drag)$3,806,128

Difference$934,382

How to Use This Calculator

Enter your starting investable portfolio value.
Set the number of years you plan to remain invested.
Enter the expected gross annual return before advisor fees.
Set the total advisory fee percentage (AUM-based fees are typically 0.5-1.5% per year).
Review the portfolio ending value with and without the fee drag, and the total wealth foregone due to fees over the entire period.
Use this to decide whether a low-cost index fund approach or robo-advisor could improve long-term outcomes.

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