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Fee Impact

See how annual fees can reduce ending wealth versus the same return with no fees. Add ongoing contributions and compare several fee levels in one view.

Estimates only — not financial advice.

1Input Details

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How it works

How to use

  • Enter starting balance, ongoing annual contribution, gross return, years, and one annual fee percentage.
  • Enable multi-fee comparison to stack scenarios A/B/C side by side on the chart and in results.

How it works

Each year the portfolio grows by (gross return − fee). Contributions add to the balance annually. Fee drag is ending wealth with fees versus the same inputs with zero fee. In compare mode, the chart overlays the no-fee path with fee A, B, and C.

With vs without fees