Tool 04 — Fee Drag

What does "a few basis points"
actually cost?

Most investors underestimate how much a small annual fee compounds into over decades. This tool shows the difference in plain dollars.

Portfolio Value $500,000
$50K$5M$10M
Time Horizon 20yr
5yr20yr40yr
Expected Gross Return 7.5%
3%7.5%12%
Typical Advisor Fee 1.50%
0.1%1.5%3%
Dominion Trust Capital Fee 0.85%
0.1%1.5%3%

Dominion's blended fee tier varies by mandate. Adjust the slider to match your quoted rate.

Lifetime Savings With Lower Fee
$0
$0
After Typical Fee
$0
After Dominion Fee

Illustrative comparison only. Assumes a constant gross return and that fees are deducted annually from portfolio value. Real-world fees include trading costs, custody, fund MERs, and platform fees which vary by provider. Ask any advisor for a complete fee disclosure before comparing.

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