Being able to efficiently manage your investment portfolio by keeping your maintenance and money management fees low can have a significant impact on your long term investment results.

Use the calculator below to perform a quick comparison of the impact of the long term costs associated with using a traditional Full Service Broker vs. utilizing PersonalFA to manage your investments.

Click on any words in blue for a better explanation.

Do not include any commas or dollar ($) signs in your inputs.

Portfolio Attributes

Investment Portfolio Value     * Please enter a portfolio value greater than 0. * * Please enter a portfolio value greater than 0. * Annual Savings     * Please enter a value for your total annual savings greater than 0. * * Please enter a value for your total annual savings greater than 0. * Number of Years to Analyze     * Please enter the number of years you would like to analyze between 0 and 100. * * Please enter the number of years you would like to analyze between 0 and 100. *         PersonalFA       Full Service Broker   Annual Rate of Return   %   %   * Please enter an annual rate of return for your portfolio greater than 0. * * Please enter an annual rate of return for your portfolio greater than 0. * * Please enter an annual rate of return for your portfolio greater than 0. * * Please enter an annual rate of return for your portfolio greater than 0. * Annual Account and Maintenance Fees       $0         * Please enter the value of your annual account and maintenance fees. * * Please enter the value of your annual account and maintenance fees. * Financial Planning Fees   $360         * Please enter the value of your annual financial planning fees. * * Please enter the value of your annual financial planning fees. * Annual Trading Fees   $250         * Please enter the value of your annual trading fees. * * Please enter the value of your annual trading fees. * Annual Advisory Fees   0.00%   %   * Please enter the annual rate charged to your portfolio for advisory fees. * * Please enter the annual rate charged to your portfolio for advisory fees. *

To view the results of the calculator, please click the button below.
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