Take a Look at Your Investment Fees

A 1% difference in fees on a $50,000 investment could mean an extra $17,500 over 20 years.

Use the calculator to see how.

CALCULATE YOUR FEES
calculate your fees

Three Myths about Investment Fees

Paying 1% more or less in fees won't make much difference to my returns over time.

Not so. It’s important to know the true cost of the products you buy and services you receive. Paying a 2.5% fee rather than a 1.5% fee on your $50,000 investment could reduce total returns by more than $17,500 over 20 years, assuming a 5% annual return.

Investment advisors provide their services for free.

Investment advisors are paid by their clients directly, the firms they work for, or by the institutions whose investment products they sell. You can find out exactly what you paid your advisor’s firm last year—and what the firm received from others—from your annual investment fee report, also known as the Annual Charges and Compensation Report.

Investment fees are set in stone.

Lower fee options often exist, even among very similar products. And some fees may be negotiable. Make a habit of asking your registered investment advisor about the fees you will pay for the products you buy and the services you receive. Always ask your investment advisor if there’s a lower fee option that’s right for you.

Test Your Knowledge

How much do you know about investment fees?

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Understand Your Fees

Want to know what you are paying to invest?

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