Fee-drag calculator
What could your advisor's yearly fee cost you over time? A rough, illustrative estimate.
After 20 years, fees of 1.5% could leave you about
$0
less than a low-cost index fund costing 0.05% a year, if both grew at the same rate before fees.
Illustration only: it assumes the same growth before fees every year and no deposits or withdrawals. Real returns go up and down, and this is not a prediction or advice. Your Report Card uses your real statements instead.
Two next steps
1. Read a plain-English guide. Short answers to the questions people ask most about their advisor. See the guides
2. Get your Report Card. One grade and one dollar figure for your own account. It's free during our pilot; the planned price after launch is $39. Join the pilot
Real Performance Report is not an investment adviser. This guide is general education, not advice about your situation, and never a recommendation to buy, sell, hire or fire.