Fee Calculator

Money saved with Double

Advisors Effective Rate

Portfolio value with Double

Portfolio value with Advisor

Accumulation Schedule

Year
Double Fee
Advisor Fee
Annual Growth with Double
Annual Growth with Advisor
Portfolio Value with Double
Portfolio Value with Advisor


About the Fee Calculator


This interactive tool provides a visual representation of the long-term impact of advisor fees on investment growth. If you could have the growth unaffected, the savings when excluding the annual AUM fees commonly charged by financial advisors add up to more than we realize. We believe that if most advisors asked their client to write a check to cover this fee rather than having it automatically counted against returns, clients would look for alternatives! This is why we built Double.

This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results.


FAQ


Zero Expense Ratio Index Investing

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