$MoneyCalc

California Fee Impact Calculator

See how investment fees erode your portfolio in California. Compare fee levels.

$127,350
$
$1,061
$
8%
%
0.1%
%

e.g., index fund

1%
%

e.g., managed fund

30 years
With 0.1% feeNet return: 7.9%
$2,901,309
With 1% feeNet return: 7.0%
$2,328,025
Fee Difference CostLost to the 0.90% fee gap
$573,284
Fee Cost as % of Total
19.8%

About California

Investment fees compound against you just as returns compound for you. On California's median income with 15% invested ($1,061/month), the difference between a 0.1% index fund and a 1% managed fund costs over $57,308 over 30 years. This calculator shows the exact dollar impact of fee differences on your specific portfolio.

FAQ

What investment fees should I expect in California?

Index funds: 0.03-0.10%. Target-date funds: 0.10-0.20%. Financial advisors in California: 0.50-1.25% of assets. The lower the better — fees are the most reliable predictor of future returns.

Also calculate in California

MortgageLoanCompound InterestRetirementPaycheckTip

Investment Fee Impact in other locations

Alabama Fee ImpactAlaska Fee ImpactArizona Fee ImpactArkansas Fee ImpactColorado Fee ImpactConnecticut Fee ImpactDelaware Fee Impact

More Toolular

Finance GuideFinancial WorksheetsQRForgeStyleForge

Disclaimer: MoneyCalc provides estimates for educational purposes. These are not financial advice. For significant decisions, consult a licensed financial advisor or tax professional.