INVESTMENT FEE CALCULATOR

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

Simply move the 2 blue circles 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 simple assumption of compound interest at a rate of 6% per annum over 30 years

The above investment calculator is for informational purposes only and is subject to limitations. This calculator and graph is not intended to provide investment advice. The calculator and graph provides a hypothetical simulation of net returns based on the variables input by the user. The calculator and graph both assume fees are paid on an annual basis, however this is not necessarily a representation of the performance of a portfolio. The above graph and results are for illustrative purposes only. The above graph and results should not be construed as a recommendation, offer or solicitation to buy or sell securities.

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115 Broadway, 5th Floor, New York, NY 10006, United States of America.

Tel: +1 646 891 5990.
 

800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519

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Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.

 

There is no guarantee of the future performance of financial products regardless of previous performance.

 

IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any references to tax contained on this Website (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding tax penalties imposed that may be imposed on any taxpayer.