Fee Audit Calculator

What’s Inside the Financial Fee Clarity Audit Calculator

Three Powerful Insights That Take Only 15 Minutes

Calculate your true all-in investment costs

See exactly how much you're paying across ALL your accounts combined: advisor fees, fund expenses, platform charges, and hidden transaction costs all in one place

Project the lifetime impact of your fees

Understand how today's "small" percentages translate into hundreds of thousands of dollars over 10, 20, and 30 years of compound growth

Identify immediate savings opportunities

Discover which accounts have excessive fees and where you can cut costs right now without sacrificing service or performance