Fee Impact Calculator

See how much advisory fees cost you over time — compare typical 1.25% fees vs ArcVest's 0.40%

Current portfolio value
How long will you invest?

Fee Comparison

Compare ArcVest's fees against typical advisor fees or set your own

Typical advisor: 1.25% | Other advisor fee to compare
ArcVest's standard fee

Asset Allocation

Allocate between stocks and bonds (must total 100%)

Asset Class Allocation (%)
Stocks
Bonds
Total 100%
Amount added per year
Annual increase in contributions (%)

Simulation Settings

Number of Monte Carlo scenarios
Portfolio rebalancing frequency

Expected Returns & Risk

Expected annual stock return
Stock standard deviation
Expected annual bond return
Bond standard deviation
Stock-bond correlation
t-distribution shape (lower = fatter tails)

Run a simulation to see detailed year-by-year breakdown

Fee Impact Comparison

Typical Advisor (1.25%)
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ArcVest (0.40%)
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Difference
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Median Stock Return
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Median Bond Return
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Portfolio Growth Comparison

Fee Cost Over Time