Would you pay your advisor a million dollars to manage a million dollars?

If your advisor's fee is 1%, you definitely will after lost compounding. Here is how it works:

Fee Drag Calculator

Hold Your Financial Advisor Accountable

Parameters

Initial Investment

Time Horizon(yrs)

Annual Return(%)

Inflation Rate(%)

Low Expense Ratio(%)

High Expense Ratio(%)

Advisor Fee(%)

Wealth Lost to Advisor Fees & High Expense Ratios

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over — years

Avg Annual Wealth Lost to Fees

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% of Potential Wealth Lost to Fees

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These are estimates — check your actual portfolio. This calculator will accept a photo or screenshot of your actual statement (fold over/hide/crop your name and account number).

Low-Cost Portfolio

Final Value

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Today's dollars: —

Expense ratio: —

Advised Portfolio

Final Value

—

Today's dollars: —

Total fee rate: —

Portfolio Growth

We will not sell your information. Don't show your account number or even your name in the image capture — crop it out, hide it, fold it over. All that we need is your holdings by investment. The results may shock you and save you millions.

Get Your Personal Fee Report

Advisor's annual fee % of portfolio per year

⚠️ Crop out your name and account number. We only need fund names and values — nothing that identifies you.

Choose a Method

📁 Upload Screenshot Upload an image file saved from your advisor's portal or brokerage site. 📷 Take a Photo Use your phone camera to photograph a paper statement or screen.

Fee Drag Calculator

Get Your Personal Fee Report

Holdings Identified