Investment Fee Calculator
AdvancedShow how annual fees reduce future investment value.
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Project future value with and without annual fees using monthly contributions and compounding to quantify fee drag in dollars and percent.
How to use this tool
Enter starting balance, monthly contribution, expected return, years, and annual fee percent.
Worked example
A $50,000 portfolio with $500/month at 7% for 20 years loses substantial ending value at a 1% annual fee versus 0%.
How it works
Projects future value with and without an annual fee drag using monthly compounding and contributions.
Limitations
Estimates only for educational purposes. Not financial, tax, or legal advice. Verify figures with your lender, advisor, or official IRS/SSA sources before making decisions.
Privacy and file handling
Your data stays on your device and is not uploaded.
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