Nonprofit Investment Fee Impact Calculator

Investment Fee Impact Calculator

Discover how investment fees affect your nonprofit’s long-term financial growth and mission impact

Current Account Value ($)

Current Management Fee (%)

Internal Expense Ratio (%)

Risk Tolerance

Impact on Your Mission

Your Projected Balance (30 Years)

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With Plentiful Wealth (30 Years)

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Additional Funds for Mission

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Percentage Increase

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Fee Comparison

Your Current Total Fees

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Plentiful Wealth Fees

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Fee Difference

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Important Disclaimers

This calculator provides hypothetical projections based on assumed rates of return and should not be considered investment advice. Past performance does not guarantee future results.

Return assumptions are based on the JP Morgan Long-Term Capital Market Assumptions Report. Fee assumptions for comparison are based on 2024 average mutual fund fees provided by the Investment Company Institute.

Actual investment returns will vary, and fees may differ based on specific investment products and services. Plentiful Wealth’s fees are subject to change. Please consult with a qualified financial advisor for personalized advice.