Account(s) Value
$
Average Annual Return
%
Annual Distribution
$
Average % Increase to Distribution
%
% Advisory Fee
%
Annual Increase to % Advisory Fee
%
Flat Fee
$
Annual Increase to Flat Fee
%
Period Length
years
DOLLARS PAID IN FEES
The direct comparison of total fees paid over your selected period under both fee structures — before considering what that money could have done if it had stayed invested.
% Fee$0
Flat Fee$0
Difference$0
GROWTH LOST TO FEES
Goes beyond the surface: this shows the impact on your ending account balance, factoring in the growth you'd achieve from lower fees if those savings had stayed invested and compounded over the same period.
% Fee Ending Balance$0
Flat Fee Ending Balance$0
Growth lost to the % fee
$0
% Fee Account Value Flat Fee Account Value
Year% Fee ValueFlat Fee Value% Fee PaidFlat Fee Paid
How this is calculated

Each year: your account grows at the average annual return you entered. The advisory fee (percentage or flat) is then deducted from that grown balance, followed by your annual distribution. Fees and distributions increase each year at the escalation rates you set, starting in year two. Figures are illustrative and rounded to the nearest dollar.

Disclaimer: The calculation provided by this fee calculator is intended for illustrative purposes only and does not include the impact of taxes, investment expenses, required minimum distributions, or other potential financial factors. It is not intended to provide specific financial, investment, tax, legal, or accounting advice. For personalized advice, please consult with a qualified professional. The results are based on the information provided and certain assumptions about the future, which may not be accurate. We do not guarantee the accuracy or applicability of these results to your individual circumstances.