Return / Risk / Expense Analysis
The basic FAIR SHARE MARKET EXPENSE ANALYSIS SM allows long-term investors to estimate cumulative needless expenses by inserting the following items:
Amount invested ($1,000 to $100,000,000).*
Expected annual return (1.0% to 15.0%).* Consensus global balanced annual return estimates are 3.4% (50% stock + 50% bonds) as of January 1, 2022.
Estimated total fees (generally 1.0% to 3.0%).* Aggregate expenses can include:
Financial planning, registered investment adviser, and mutual and exchange traded fund fees;
Transaction (commissions, markups/markdowns, payments-for-order-flow, etc.) fees;
Custodial and other administration fees.
Midwest total fees.* Aggregate portfolio management expenses should be 0.2% to 0.6%, depending on account size.
Time horizon in years.* For large accounts, customized maturities, cash flows, and other factors can be provided.
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Aldous Huxley, British Author
Midwest Asset Management, Inc.
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Middleton, WI 53562 USA
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