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  1. Empower Personal Dashboard Support
  2. Investments
  3. Costs Determination

Articles in this section

  • What is Turnover Ratio?
  • What is Tax Cost Ratio?
  • What is Expense Ratio?
  • How is the Cost of Fees over Time chart calculated?
  • Why do you group fees by account?
  • What does “Fund Fees/Yr” mean?

How is the Cost of Fees over Time chart calculated?

  • October 16, 2019 17:08
  • Updated

We assume the fee rate stays the same on a percentage basis and your assets compound at a rate of 8%. 

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Related articles

  • Why do you group fees by account?
  • What does “Fund Fees/Yr” mean?
  • What is Expense Ratio?
  • What is Tax Cost Ratio?
  • What is Turnover Ratio?
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