The example above is based on the forward looking gross investment return for a medium risk portfolio of 4.40% per annum and an initial investment of £200,000. The total cost of investing for the traditional manager is 1.86%, based on figures compiled by Numis Securities.
As the chart above shows, by assuming average investment returns of 4.40% per annum, after 20 years you could be £73,870 better off by investing with Netwealth compared to a traditional wealth manager. See how much more money you could have with our fee calculator.
This difference highlights the real costs of investing – and shows that while fees are an accepted part of investing, you don’t have to put up with fees that are unacceptable. And when it comes to what you are paying: you snooze, you lose.
Please remember that when investing your capital is at risk.