AdvisorAuditor — Hold Your Financial Advisor Accountable

Would you pay your financial advisor a million dollars to manage a million dollars?

If your advisor's fee is 1% of assets under management (AUM) you definitely will pay over a million after lost compounding. Advisor Auditor is an education tool that describes how this is possible & how to hold your financial advisor accountable.

Parameters

Initial Investment

Time Horizon(yrs)

Annual Return(%)

Inflation Rate(%)

Low Expense Ratio(%)

High Expense Ratio(%)

Advisor Fee(%)

Potential Wealth Spent on Advisor Fees & Expense Ratios (after lost compounding)

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over — years

Avg Annual Wealth Spent On Fees

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% of Potential Wealth Spent On Fees

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These are estimates — check your actual portfolio. Key in your holdings or simply submit a photo/screenshot.

Low-Cost Portfolio

Final Value

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Today's dollars: —

Expense ratio: —

Advised Portfolio

Final Value

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Today's dollars: —

Total fee rate: —

Portfolio Growth

Get Your Personal Fee Report

Advisor's annual fee % of portfolio per year

Choose a Method

⚠️ If uploading images crop your name & account number. We only need fund names/tickers & dollars invested — nothing that identifies you.

📁 Upload Screenshot Upload an image file saved from your advisor's portal or brokerage site. 📷 Take a Photo Use your phone camera to photograph a paper statement or screen.

Get Your Personal Fee Report

Holdings Identified