Fee Calculator: Take a Look at Investment Fees

Learn more about how investment fees impact returns with our new Investment Fee Calculator.

The calculator lets you enter a dollar amount, estimated annual return, and two potential annual fees. You can then compare the performance of your investment against a 20-year time horizon.

We created this tool to help investors understand how investment fees impact returns. Although costs of an investment can vary, it’s important to research every possible fee before making your investment.

New rules about the fees and other charges investors pay to their advisors came into effect in July 2016 as part of the Client Relationship Model Phase 2 (CRM2). Investors can now expect to receive more information about fees and performance from their advisors, including an annual report on charges and compensation.

For more on investment fees, use the calculator, take the quiz, or check out the Fees & Charges page.

If you have any concerns about a person or company offering an investment opportunity, please contact BCSC Inquiries at 604-899-6854 or 1-800-373-6393 or through e-mail at [email protected]. You can also file a complaint or submit a tip anonymously using BCSC’s online complaint form.

InvestRight.org is the British Columbia Securities Commission’s investor education website.