Fee-adjusted Outcome Dashboard: Four Ways to Invest (with a Chart)
This lesson is part of the course
In this lesson
You combine fund, advice and platform fees and front loads for four illustrative investing paths, project 25 years of saving with FV and chart end value versus the amount lost to fees.
Buy the course once for $9.99 to unlock every lesson and lab, the final exam and the certificate – lifetime access, no subscription.
Lessons in this course
- Fee Drag on Compound Growth: Net Return Year by Year Locked
- Total Cost over 30 Years in Dollars & the Years It Takes to Catch Up Locked
- Expense Ratios Compared: Index vs Active Funds Locked
- Advisory AUM Fees Layered on Fund Fees: The All-in Cost Locked
- Front & Back Loads: Share-Class Break-even Holding Period Locked
- Platform, Custody & Trading Costs: Percentage vs Flat Fees Locked
- Performance Fees: High-Water Mark & Hurdle Rate Locked
- Fee-adjusted Outcome Dashboard: Four Ways to Invest (with a Chart) Locked