Same Portfolio. Two Fees.
One Keeps More in Your Pocket.
*The % based fees are assumed to be 1.5% up to $2M and then 1.4% afterwards. Accounts are assumed to start at $1M and grow at 8% yearly, with fees being paid quarterly in arrears.
The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. Source: Nerdwallet
