🎁 How much would you save on inherited investments with lower fees?

Finn

This calculator helps you compare the long-term growth of a high-fee, bank-managed portfolio against a low-cost index fund. It adds meaningful new logic over the original template, replacing a drawdown scenario with a solid compound growth model. It's a handy tool for visualizing how expense ratios and different return assumptions impact your wealth over time. Keep in mind that the bottom-line difference includes both the fee savings and the assumed difference in market performance, so you'll want to adjust the expected returns to match your specific investments.

Reviewed v26.10.0