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Fees Matter

IC1430.4. Fees Matter. Assumed 6.5% Annualized Return over 30 Years. Fees matter. Over long time periods, high management fees and related expenses can be a significant drag on wealth creation.

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Fees Matter

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  1. IC1430.4 Fees Matter Assumed 6.5% Annualized Return over 30 Years • Fees matter. • Over long time periods, high management fees and related expenses can be a significant drag on wealth creation. • Passive investments generally maintain lower fees than the average actively managed investment by minimizing trading costs and eliminating the costs of researching stocks. 1% Fee $4,983,951 $5,000,000 2% Fee $4,000,000 $3,745,318 3% Fee Dollars $3,000,000 $2,806,794 $2,000,000 $1,000,000 1 Year 3 Years 5 Years 10 Years 20 Years 30 Years Time For illustrative purposes only.

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