Do you have a managed financial portfolio?
How high are the fees?
ShadowPlan shows how much you could save while keeping your advisor's portfolio strategy.
1. Estimate savings
Model how much advisory fees could drop.
2. Build your shadow plan
Split your managed portfolio into managed and self-directed pieces.
3. Rebalance later
Use advisor updates to keep your shadow account aligned.
Projection is hypothetical and for educational and simulation purposes only. This is not investment advice. Managed account minimums vary by institution and program.