Investment fee calculator

How do the fees you are paying affect the growth of your investments?

Simply move the 2 red bars below to show:

  • The value of your investment fund
  • Your current estimated fees (%)

The graph will show different growth rates over time depending on different charges.

The hypothetical example above is based on the assumption of an
average market gross return of 6% per annum.

Past performance does not guarantee future results which may vary. The above investment calculator is for information and educational purposes and is subject to limitations. This calculator is not intended to provide investment advice. The calculator provides analysis of net returns based on your input and can be adjusted based on the parameters. The calculator assumes fees paid on an annual basis, in practice fees may be charged on a monthly basis in arrears based on the AUM at that moment in time. These results are for illustrative purposes only and not intended to represent the performance of Brite Advisors. These results should not be construed as an offer or solicitation to buy or sell securities.

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