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Connecticut Fee Impact Calculator

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

$125,700
$
$1,048
$
8%
%
0.1%
%

e.g., index fund

1%
%

e.g., managed fund

30 years
With 0.1% feeNet return: 7.9%
$2,864,809
With 1% feeNet return: 7.0%
$2,298,773
Fee Difference CostLost to the 0.90% fee gap
$566,036
Fee Cost as % of Total
19.8%

About Connecticut

Investment fees compound against you just as returns compound for you. On Connecticut's median income with 15% invested ($1,048/month), the difference between a 0.1% index fund and a 1% managed fund costs over $56,565 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 Connecticut?

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

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