Save proof
A 1.0% advisory fee on a $1,000,000 portfolio compounds into $848,728 of lost wealth over 20 years.
Portfolio growth
No fees: $4,660,957
With fees: $3,812,229
What could you do with the savings?
Vacation property down payment
Years of income at $100k/year
Family voyage around the globe
4-year private university average
Luxury vehicle of your choice
Premium trips at $8,000 each
Fee drag
Lost to fees: $848,728
Average per year: $21,945