Investment Growth Calculator

See how your investments grow over time and understand the true cost of advisor fees. A "small" 1% annual fee can cost hundreds of thousands over a career.

This calculator also runs Monte Carlo simulations to show you the range of possible outcomes, not just a single projection.

7% is typical for stocks after inflation
Typical range: 0.5% - 1.5%

Growth Projection

Without Advisor Fee
$0
after 30 years
With 1% Advisor Fee
$0
after 30 years
Total Cost of Advisor
$0
$0 fees paid + $0 lost growth
Without advisor fee
With advisor fee
Cost of advisor (difference)

Monte Carlo Simulation ? Instead of showing one "expected" outcome, Monte Carlo runs 1,000 simulations with randomized yearly returns. This shows the range of possible outcomes based on market volatility.

Learn more about Monte Carlo

~15% for stocks, ~5% for bonds
Outcome Final Value