The Cost Calculator™

Portfolio Value:
Estimated Return: %
Extra, Annual Expenses: %

To operate The Cost Calculator™ simply input the following figures in whole numbers where indicated – starting portfolio value, projected long-term net returns for your asset allocation, time frame, and the percentage of extra, annual expenses you would like to use for the analysis.

The resulting calculation will show you the dramatic impact that extra, ongoing costs may have on long-term portfolio growth due to the power of compounding. (To demonstrate the preceding example, if you input a starting portfolio value of $500,000, which earns a hypothetical 10% net return for 40 years, and want to analyze the potential effect of 2% in extra, annual expenses, you will discover an $11.7 million difference in potential portfolio growth.)

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