Finn

This calculator is a great tool for visualizing the long-term impact of financial advisor fees on a windfall or existing portfolio. It clearly compares the future value of a self-managed index fund approach against a traditional advisor model, factoring in both ongoing fees and upfront sales loads. You'll want to keep in mind that it assumes a constant annual return, whereas real markets fluctuate, but it provides a solid baseline for understanding how much wealth you could save by managing your own investments.

Reviewed v26.7.0