Investment Fee Calculator
See how a small annual fee can compound over time.
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How much is already invested?
$
$
$
years
Balance without fees
$640,737
Balance after fees
$588,925
Total contributed
$220,000
Net modeled return
6.47%
How fee impact is estimated
The model applies the annual fee after the stated gross annual return, then converts that effective net return into the shared monthly compounding convention. Contributions are added at each month end.
The fee impact is the difference between otherwise identical modeled portfolios with and without the fee. Actual fees, returns, taxes, trading costs, and cash flows vary.