The Confidence to Invest Wisely

Fee Factor

Fee Factor Calculator
Our Fee Factor calculator reveals how much of your investment profit is lost to high fees over the long term. As an example, with a Fee Factor of 48, you will lose 48% of your future profit due the compounding effects of high fees.

To calculate your personal Fee Factor, you will need the following information:

  • Beginning Balance: The current dollar value of your portfolio.
  • Growth Rate: The estimate annual rate of return of your portfolio. The growth rate is expressed as a percentage.
  • Annual Fee: How much does your investment advisor charges for his/her services. The annual fee is expressed as a percentage.
  • Number of Years: The number of years you anticipate paying your advisor to manage your portfolio.

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