Advisor Fee Drag Calculator

See exactly how much investment advisor and management fees cost you over the long run. The drag might surprise you.

How It Works

This calculator compounds your portfolio with and without advisor/management fees to show the true long-term cost. Results show the total fees paid, the final portfolio difference, and the percentage of your potential wealth consumed by fees. A 1% annual fee may sound small but can consume 25-30% of your potential returns over a 30-year period. This is the "fee drag" effect that compounds against you every year.