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  2. Camille Blomdahl

Asset Management and Fund Fees

  • Date updated 2021-10-12
  • By Camille Blomdahl

How are asset management and fund fees handled?

Total returns will be reduced by any asset management or fund fees you enter under Plan Inputs & Assumptions. You can specify a blanket fee that applies to all investment accounts or specify fees on an account-by-account basis. On the Investment Assets page and in the Change Rates Of Return For Investments sliders, annual return figures are shown before fees are applied. In the Cash Flow [...]

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    Camille Blomdahl



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