Fee Drag Analyzer
Basis points hide; dollars talk. Enter the mix and the balance, get the cost per year, the compounding drag over a decade and two, and the cheaper same-shelf version of every sleeve.
Fees from primary fund data · drag compounded at an assumed 6% growth rate
“This mix costs $4,180 a year. This one costs $1,240.”The fee conversation is how accounts move. Type a prospect’s current portfolio above and read them the dollars — per year, and compounded over the decade they’re planning around.