Financial decision guide and interactive simulator

Investment fees calculator

How much future value could percentage and fixed fees remove?

What this calculation is designed to show

Investment fees reduce the account directly and also remove money that would otherwise compound. Comparing an account with the same gross return before and after fees makes this second-order cost visible.

How to test the decision

Enter adviser, platform, fund and fixed fees together. Use editable benchmarks only as planning comparisons; market indexes do not have identical risk, tax or product features.

Using the result responsibly

Change one important assumption at a time and compare a cautious case with the expected case. The interactive calculator below updates from the values you enter. Its output is an educational estimate, not financial, tax, legal or investment advice.

Read the calculation methodology or learn about The Finance Check.