FinCalc Suite
How Much Are You Paying Your Investment Broker?
Calculate the true cost of investment management fees. See how fees impact your portfolio growth over time and understand what you're really paying.
This application is provided for free by MindShift Theory. You can also explore all our offerings at www.mindshifttheory.io.
Over 10 years, with a 7% annual growth rate, you could lose approximately $94,047.47 to management fees.
- Growth Without Fees
- Growth With Fees
1. Find your portfolio's current value: This is the total market value of all your investments.
2. Determine the manager's annual fee: This is usually a percentage of your portfolio's value. It's important to get this exact percentage from your manager, as it can vary.
3. Multiply the portfolio value by the fee percentage.
🚀 Ready to Shift Your Financial Future?
Go From $100K to $1M and Beyond with Expert Coaching
Michele Collison
Financial Coach
You've worked hard to reach your first financial milestone, but scaling your wealth from six figures to seven, or from seven to eight, requires a completely different mindset and strategy.
Ricardo Collison
Wealth Strategist
What's Holding You Back from Your Next Million?
Scaling wealth isn't just about maximizing returns; it's about minimizing risk, creating systems, and mastering the psychological barriers of managing larger sums of money. Our focused coaching addresses the critical shifts required for your next level.
💰 The $100K to $1M Jump: Mastering Leverage
This phase is all about turning an asset base into an engine of growth. We coach you on:
- â–¸Strategic Debt Utilization: Understanding when and how to use borrowing to amplify returns
- â–¸Portfolio Consolidation: Establishing a focused, high-growth portfolio
- â–¸The Entrepreneurial Mindset: Launching scalable investment vehicles
💎 The $1M to $10M Leap: Building Your Financial Fortress
Sustaining and multiplying that wealth requires advanced strategy. We help you implement:
- â–¸Advanced Tax Strategies: Structuring assets to maximize net growth
- â–¸Legacy & Asset Protection: Creating trusts and entities for wealth preservation
- â–¸Diversified Real Assets: Integrating real estate, private equity, and alternatives
Why Coach with Michele & Ricardo Collison?
Michele and Ricardo bring a powerful combination of financial acumen and MindShift Theory's unique focus on the psychology of success. They don't just give you a spreadsheet; they help you change your relationship with money so you can make confident, high-stakes decisions without fear or paralysis.
Your wealth journey is unique. Your coaching should be too.