Hypothetical Fee Calculator

***Be sure to select desired BTS Program from drop-down menu below***

BTS Program:
Total Investment:
Return
Annual Representative Fee: %
OR
Maximum Annual Fees Percentage: %
Results Annual Quarter
My Fee %:
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BTS Fee %:
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Total Fee %:
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Total Fee $:
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Assumptions
The above calculations are hypothetical estimates and are shown for illustrative purposes only. Assumes annual fee is taken out at the beginning of the contract year, while actual fees may be redeemed quarterly on a calendar basis. Calculations do not take into consideration appreciation, depreciation, additions, withdrawals, or the reinvestment of dividend and capital gains distributions. Actual fees will be different by account.
Tax is not computed in this calculator.