Complimentary Basic
Return / Expense / Risk 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%).*  Global 50/50 balanced estimate was 6.3% as of January 1, 2023.  Various sources and methods were used to calculate the consensus return.  They are for educational purposes only to help investors set reasonable expectations.  For example, due to a lack of clear data, ten-year estimates were used for the forty-year forecasts.  Also, as a reference, from 1926 to 2022 the 50/50 balanced return and inflation estimates were 8.0% and 3.0%.

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.

NOTE: This chart is for illustrative purposes and does not represent actual or guaranteed results.

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