Advisor fee drag is how much a yearly advisory fee reduces what your savings grow to over decades.
In the PortfolioPilot planner, enter your Investment management fee and it comes off your assets every year of every simulation. Save the plan with and without it as what-if scenarios to see the difference. Included in the Free plan.
An illustrative comparison for a hypothetical plan.
PortfolioPilot advisor fee drag demo. An illustrative comparison for a hypothetical plan.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Open Plan, then Retirement planning. Enter your ages, monthly budget and Social Security, or keep the defaults.
In Portfolio, set Investment management fee.
Save a what-if scenario with no fee and compare.
It compounds.
The fee comes off your assets each year, not once.
Money paid in fees no longer grows.
Higher fees can lower your chance the money lasts.
The fee analyzer shows what your funds charge on top.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
In the planner's Portfolio settings, as Investment management fee.
Not on its own. Save two what-if scenarios to compare.
The fee analyzer covers them. Read more in the Help Center →
Yes. It is in the Free plan.
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