Can I run an Investment Performance Report that takes into account advisor fees?
I'm using Quicken 2017 Home and Business. Is there a report I can run that will calculate an investment account's IRR after advisor fees are taken into account? At the moment, the calculated IRR doesn't take into account the fact that I've paid advisor fees. Its showing the fees as if they were cash withdrawn from the account, not paid to the advisor. If I invest $100k, the account earns $10k, and then I pay $10k in advisor fees, my actual IRR is 0%. Quicken seems to want to say that I withdrew that $10k, and my return is $10k, or 10%. I don't get to keep the advisor fees. When running an Investment Performance Report, Quicken places these fees in the Returns column and adds them to the ending market value of the account as if I withdrew the money and pocketed it. The Customize Report settings don't seem to give me an option of turning these on or off. Any suggestions?
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