Current Model
$0
Current Net
Current Net
$0
Advisor Pro Forma Calculator
Compare your current economics to a projected target model using payout assumptions, fixed affiliation costs, platform fees, and operating cost estimates.
1
Current Business Snapshot
Select the affiliation that best matches your current model.
$
Enter total managed assets.
$
Trailing 12-month production.
%
Enter a value from 0% to 100%.
Example: selecting 10–20% uses the midpoint, 15%, as a projected revenue reduction.
%
Editable. Recommended current payout shown based on current affiliation and production.
2
Desired Model Assumptions
The model you want to compare against.
Platform fee schedule changes based on platform type.
$
$10,000 - industry average
%
Recommended platform fee as a percent of advisory revenue.
%
Editable. Recommended payout shown based on industry averages.
$
Only applies for Independent - 1099 with Advisor as PM.
3
Technology & Operating Costs
$
Optional annual technology add-ons. Defaults to $0 and is editable.
$
Only used for RIA and Independent - 1099 target models.
$
Only used for RIA and Independent - 1099 target models.
$
Only used for RIA and Independent - 1099 target models.
Your Projected Economics
Projected Model
$0
Projected Net
Projected Net
$0
Annual Difference
$0
0%
No change in projected net vs. current model
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