Free tool
A percentage point of fees sounds small. Over a few decades of compounding, it isn’t. Set your own assumptions and see the difference — one reason we built Up Capital as a fee-only firm.
Your assumptions
The difference over 25 years
$905,516
more stays in your portfolio at 1.00% instead of 2.00% — the compounding cost of a higher fee.
This calculator is a hypothetical illustration for educational purposes only. It assumes a constant annual return net of fees and does not reflect any specific investment, actual returns, taxes, or the exact fees of any firm. Investing involves risk, and past performance is not indicative of future results.
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