Investment Fee Calculator

Fees apply to year-end assets after returns. Excludes contributions and taxes.

Your workbenchInputs are not stored

Result

Enter your values and run the tool to see your result.

Check the units, enter your values, and run the tool. Results follow the assumptions and method below.

Future value before feesprincipal*(1+returnrate/100)^years

Future value after feesprincipal*((1+returnrate/100)*(1-fee/100))^years

Cumulative fee dragprincipal*((1+returnrate/100)^years-((1+returnrate/100)*(1-fee/100))^years)