Advisor Fee Calculator
The long-run cost of an assets-under-management fee.
Your numbers
Total fee drag
$165,637
First-year fee
$2,500
The link and the printed sheet both save your numbers, so anyone who opens them sees the same estimate.
Compare scenarios
Save your current numbers, change them, save again, and see each estimate side by side. Saved in this browser only.
How it works
Fee drag = growth at gross return − growth at return minus fee.
More investing calculators
Compound Interest Calculator
Grow a starting balance with monthly additions and compound interest.
Investment Calculator
Project what a portfolio could be worth with yearly additions.
Future Value Calculator
Find what a single sum grows to at a fixed rate.
Present Value Calculator
What a future amount is worth in today's money.
Rule of 72 Calculator
How long it takes money to double.
ROI Calculator
Return on investment, total and annualized.
Results are estimates for education only and are not investment advice.