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Run the same portfolio at two fee levels and see what the difference adds up to.

Cost of the higher fee
$890,167over 30 years
At 0.0%$1,983,740At 2.0%$1,093,573

Illustrative only. Assumes the fee is charged on the full balance each year and returns are otherwise identical — the gap is 44.87% of the lower-fee balance.

BEHR

CAPITAL

© 2026 · Ontario, Canada

Behr Capital is a personal trade name of the company and is not itself a registered dealer or adviser.

All figures, returns, allocations, and holdings shown on this page are illustrative and for discussion purposes only. Past performance is not indicative of future results. Nothing herein constitutes an offer to sell or a solicitation to buy any security, or investment, tax, or legal advice. Private investments involve significant risk, including possible loss of capital and limited liquidity, and are available only to investors who meet applicable eligibility requirements.

BEHR

CAPITAL

© 2026 · Ontario, Canada

Behr Capital is a personal trade name of the company and is not itself a registered dealer or adviser.

All figures, returns, allocations, and holdings shown on this page are illustrative and for discussion purposes only. Past performance is not indicative of future results. Nothing herein constitutes an offer to sell or a solicitation to buy any security, or investment, tax, or legal advice. Private investments involve significant risk, including possible loss of capital and limited liquidity, and are available only to investors who meet applicable eligibility requirements.