What people actually pay
Anonymized results that people chose to add after running Tally. Nothing here is from a fee schedule: each record is a real portfolio's advisor fee, fund weights and fund expense ratios, with names, dollar amounts and addresses removed before it left the browser. Only groups with at least 10 records are shown.
0 records so far. Updated Sep 28, 2026. Raw aggregates: JSON. Method: methodology.
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Aggregates appear once at least 10 people have opted in. You can add yours from the bottom of your results page.
Check my feesAbout this data
Everyone who runs Tally can add their result; nobody is asked to. Each record is a firm, a fee rate rounded to 0.05 percentage points, a balance range, optional US state, and the funds with their weights and expense ratios. There are no names, no dollar amounts, no addresses, and the date is kept to the day. People can remove their record for 30 days with a receipt shown once. Self-selection means this is not a random sample: people who suspect they are overpaying are probably more likely to check.