Advice & Guidance

Browse the categories below for advice, guidance and free calculators that will help you plan your financial future.

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How much are investment fees really costing you?

Fees are a real killer, but they're even worse than you think. Every dollar you pay in fees is a dollar that will never grow for you, so the compounded effect is larger than it appears. Even worse, the higher your returns, the bigger the impact.

See for yourself. Enter your fee information below and click calculate for a customized comparison:

Starting Balance
Annual Addition
Investment Return
Investment Period

Total Investment Balance Over years

Like we said, fees are expensive. Particularly since there are low-cost alternatives (see below) and no one - and we mean NO ONE - has ever demonstrated that paying more fees gets you better returns. Based on what you've told us, if you invest without fees, you'll end up with a lot more.

In your case, XXXXX more!

Total Investment Balance (Trend over time)

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