Future Value Calculator
The purpose of this calculator is to illustrate the impact of advice fees on the future value of an investment. While it is accurate for illustration purposes, you should always consider actual quotations for final values.
Bear in mind that there are generally 3 layers of fees to consider:
Administration Fees, levied by the administration company where the money is placed.
Asset Management Fees, levied by the portfolio managers who manage the funds or assets that you are invested in.
Advice Fees, levied by the financial advisor for ongoing management of the investment.
Don't make it too complicated. The goal is to show how discounted advice fees can impact the future value of your money.