Investment Costs Matter: Calculate the impact of investment management fees on your long-term investments
High OCIO fees can quietly erode your endowment. Many organizations too much for investment management, not understanding the long-term impact of those fees. Even a seemingly small difference in investment fees can add up over the years, leaving less resources for your mission. Use the calculator below to see how investment management fees 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, benchmarked against industry best practices. Included in the audit is a custom strategy guide for improving any problem areas.
We provide fiduciary benchmarking audits at absolutely no cost. Click the link to begin.
