Shadow Plan

Model potential broker fee savings

Estimate how much advisory fees could cost over time and how much you might save by moving part of your portfolio into a shadow account.

Create a shadow plan based on your advisor

Build a managed vs. self-directed split that follows the allocation strategy from your advisor-managed portfolio.

Shadow other popular advisors (coming soon)

Compare static educational model portfolios now, with public portfolio examples planned as future shadow sources.

Start or continue your Shadow Plan →

Projection is hypothetical and for educational and simulation purposes only. Shadow Plan does not provide financial, investment, tax, or legal advice. Review any portfolio decisions with a qualified professional. Managed account minimums vary by institution and program.