Your plan
Set the capital you want to keep moving.
Both paths assume a 7% gross annual return. Momentum models a 0.35% annual fee; the typical-provider path models 1.25%.
Compare the same capital and market return. The only difference is how much stays invested.
Your plan
Both paths assume a 7% gross annual return. Momentum models a 0.35% annual fee; the typical-provider path models 1.25%.
Projected fee savings
With Momentum
Typical provider