Look How Lower Fees Can Make a Big Difference in Your Assets
Growth of a $1.5 million Portfolio
Over 20 Years Assuming 6.0% Annual Growth
If fees are 0.70% versus 1.0%, a portfolio of $1.5mm will grow to a size of $4,213,652 over 20 years versus $3,979,974. That’s an increase (or savings in fees) of $233,705! High fees can have a dramatic impact on your potential nest egg.
Disclosure: The following fees are for illustrative purposes only. The figures are net of fees, but they may not reflect actual market or economic conditions or other broker commissions and fees.