Complimentary Basic
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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