Educational Tool

What fees actually cost you
— compounded.

That 1% on your statement isn't 1% of your money. It's 1% of everything it would have grown to.

Investment details

Initial investment

Annual contributions

Time horizon

yrs

Est. annual return

Annual management fee 1.0%

What appears on the statement — not what it costs compounded.

Tax estimator

Federal tax bracket

State tax rate

Capital gains rate

True cost breakdown

Gross growth

No fees, no taxes

—

Net after fees

After management fees

—

Lost to fees

Compounded away — gone

—

Take home after taxes

Fed + state + cap gains on gains

—

of your gains silently consumed by fees

Without fees

After fees

For illustration purposes only. Not financial advice.

Want to understand what this means for your situation?

This tool is a starting point. A conversation with Verity Group LV can help you see the full picture.