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IC1430.4. Fees Matter. Assumed 6.5% Annualized Return over 30 Years. Fees matter. Over long time periods, high management fees and related expenses can be a significant drag on wealth creation.

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Fees matter

IC1430.4

Fees Matter

Assumed 6.5% Annualized Return over 30 Years

  • Fees matter.

  • Over long time periods, high management fees and related expenses can be a significant drag on wealth creation.

  • Passive investments generally maintain lower fees than the average actively managed investment by minimizing trading costs and eliminating the costs of researching stocks.

1% Fee

$4,983,951

$5,000,000

2% Fee

$4,000,000

$3,745,318

3% Fee

Dollars

$3,000,000

$2,806,794

$2,000,000

$1,000,000

1 Year

3 Years

5 Years

10 Years

20 Years

30 Years

Time

For illustrative purposes only.


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