Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

The shocking impact of fees

16 May 2025 · 0 min

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0:25

A short YouTube video by Craig Wear, CFP® illustrating how investment fees dramatically reduce long-term portfolio value. In this excerpt he gives numeric examples: a 2% total fee scenario yields a portfolio value of $4.3 million at age 95, representing a $3.2 million reduction compared with a lower-fee case; another example cites a $1.8 million loss in value attributed to fees.

Questions this video answers

$1.8 million

2%

$4.3 million

$3.2 million

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