See what your advisory fee actually costs over time, compared to paying for advice a la carte or managing your own investments. Free, no account needed, and everything stays in your browser.
Because the fee compounds against you every year, it takes a share of the ending balance far larger than the rate suggests.
A firm doesn't hold one pot of money, it usually holds several separate accounts, each with its own statement and often its own rate. Pick everything that applies. If you're not sure, that's the normal answer, and there's a button for it.
Give a range if you don't know the exact figure, but keep it tight, within $30,000, so the answer stays meaningful. Every result is then shown as a range too.
Identical across every scenario, only the fees change between them.
A middle path: you hold the funds yourself, and pay a professional a set fee for a plan or a review when you want one, rather than a percentage of everything, every year, forever.
What the same money looks like with no advisory layer on top, holding funds directly and paying only what the funds themselves charge. These figures are yours to set.