Investment Fee Calculator
Estimate annual and total investment fees from balance, annual fee (%), and years. Constant balance assumed.
Use the Investment Fee Calculator
Enter balance, annual fee (%), and years. Annual fee and total fee over the period are calculated.
Inputs
Balance, annual fee (%), and years.
Results
Annual fee ($)
$1,000
Total fee over period
$10,000
Total fee = Annual fee x Years. Constant balance assumed.
How this calculator works
Annual fee = Balance times (annual fee %). Total fee = Annual fee times years. Balance is not compounded here.
How to interpret your results
Use total fee to compare cost across providers or holding periods.
FAQs
What does this calculator do?▾
Multiplies balance by annual fee (%) for annual cost; multiplies by years for total fee over the period. Balance is assumed constant.
Which inputs matter most?▾
Balance and annual fee (%). Years determine total fee over the period.
When would I use this?▾
To compare fund or advisor fees; to see cumulative cost over time.
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