Investment Fee Impact Simulator

Understand how fees can drag down your investment returns over time.


How To Use:

This tool allows users to input a real or fake ticker symbol and simulate the impact of advisor and fund fees on investment performance over time.

To use this simulator, follow these steps:

  1. Enter Ticker Symbol: Input a real Ticker or leave the Default Sample for the simulation.
  2. Initial Investment ($): Enter the amount you plan to invest initially.
  3. Fund Yearly Fee (%): Enter the yearly fee percentage for the ETF or fund.
  4. Advisor Yearly Fee (%): Enter the yearly fee percentage for your financial advisor.
  5. Number of Years: Specify the duration over which you want to project the investment performance.
  6. Run Simulation: Click the button to visualize how fees will impact your investment returns over time.

Disclaimer

The data provided on this page is for informational purposes only and is not intended for trading purposes or advice. It is provided on a best-efforts basis and we do not guarantee the accuracy, completeness, timeliness, or correct sequencing of the data.

This site and its owners shall not be liable for any errors or delays in the content, or for any actions taken based on the content.

Please be aware that investing in financial markets and securities involves risk. Past performance of these investments is not indicative of their future performance. Investments can lose value and investors can lose the entire amount of their investment. Before investing, please carefully consider your financial situation and risk tolerance to determine if the investment aligns with your financial goals. Seek advice from a professional financial advisor if you have any doubts. This information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. This information is not an offer to sell or a solicitation to buy any security.