Investment Fee Calculator
Apply the annual fee rate to your portfolio value to find how much you pay in investment fees each year.
- Free
- No sign-up
Enter the portfolio value and fee rate to see the annual fee.
Worked example
With these example inputs:
- Portfolio value$100,000
- Annual fee rate0.5%
Annual fee: $500.00
- The remaining share99.5%
- Amount left$99,500
- If the first figure were 10% higher$550.00
Frequently asked questions
How is an investment fee calculated?
Multiply the portfolio value by the annual fee rate, often called the expense ratio. A 0.5% fee on $100,000 is $500 a year.
Why do small fees matter?
Fees are charged every year and compound against your returns. Even a fraction of a percent can cost tens of thousands over decades, so the rate is worth checking.