Investment Costs Matter: Calculate the impact of investment management fees on your long-term investments
High OCIO fees can quietly erode your endowment. Too many organizations pay their advisors well above what’s necessary, without understanding the impact of those fees compounding year after year. Even a seemingly small difference in investment fees can mean hundreds of thousands—or even millions—less for your mission . Use the calculator below to see how a high investment management fee can impact your organization’s long-term financial capacity.
Investment Fee Impact Calculator
Discover how investment fees affect your nonprofit’s long-term financial growth and mission impact
Impact on Your Mission
Fee Comparison
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.
Want a detailed analysis of your investment management fees?
Our fiduciary benchmarking audit provides a detailed analysis of your current nonprofit investment fees, portfolio returns, and governance practices. Plus, it benchmarks them against industry best practices. Finally, you’ll receive a custom strategy guide to improve any problem areas.
We provide fiduciary benchmarking audits at absolutely no cost. Just click the link to begin.
