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

Current Affiliation i

Select the affiliation that best matches your current model.

Total Assets Under Management i

$

Enter total managed assets.

T-12 Gross Revenue / GDC i

$

Trailing 12-month production.

% of Revenue Classified as Advisory i

%

Enter a value from 0% to 100%.

What % of Your Book is NOT Portable? i

Example: selecting 10–20% uses the midpoint, 15%, as a projected revenue reduction.

Current Payout % i

%

Editable. Recommended current payout shown based on current affiliation and production.

2

Desired Model Assumptions

Target Affiliation i

The model you want to compare against.

Advisory Platform Type i

Platform fee schedule changes based on platform type.

Fixed Affiliation Cost i

$

$10,000 - industry average

Platform Fee Estimate i

%

Recommended platform fee as a percent of advisory revenue.

Payout % i

%

Editable. Recommended payout shown based on industry averages.

3

Transaction & Operating Costs

Transaction Cost Estimate i

$

Only applies for Independent - 1099 with Advisor as Portfolio Manager.

Staff Expense i

$

Only used for RIA and Independent - 1099 target models.

Rent i

$

Only used for RIA and Independent - 1099 target models.

Other Overhead i

$

Only used for RIA and Independent - 1099 target models.

Your Projected Economics

Current Model

$0

Current Net

Current Net $0

Projected Model

$0

Projected Net

Projected Net $0

Annual Difference

$0

0%

No change in projected net vs. current model

MOVE WITH CONFIDENCE

OUR 3 STEP PROCESS

20-Min Consultation

In a short consultation, you'll understand if a transition is something you want to pursue.

Review Options

Based on the information you provide us, we'll introduce you to the firms that are the best fit for your needs.

Conduct Due Dilligence

We'll help you conduct proper due diligence on each firm to ensure you're making a move that improves your ability to run your practice.

About the Founder

Andrew Riemer

Former LPL Regional Recruiter

My name is Andrew Riemer, a former LPL Regional Recruiter. After spending 3 years at LPL Financial, I found my passion for helping financial advisors take an unbiased look at where to take their practice. If you are looking for someone to walk you through offers, offer structure, transition logistics, due dilligence questions, and more, book a 20-min consultation to see if we're a fit!