The Power of Compounding - Working for You, Not Against You
Compounding highlights how reinvested earnings may contribute to long-term accumulation. This process is generally most effective when funds are left invested and not regularly drawn down by expenses or withdrawals.
Years
5
10
20
$1,000,000 Compounded at 7%
$1,417,625
$2,009,661
$4,038,738
$1,000,000 Compounded at 7% Less 1% Fee
$1,348,850
$1,819,396
$3,310,204
Retirement Assets Lost
-68,775
-190,265
-728,714
Bottom Line: Small differences today become big differences tomorrow. Our role is to help you capture every bit of growth you're entitled to - safely and steadily.
Compounding hypothetical example assumes a $1,000,000 initial investment, a 7% nominal annual rate, monthly compounding, and a 1% annual fee deducted from the gross return.