Breakaway Wirehouse

Breakaway Advisor Value Calculator

Estimate the total economic value of leaving a wirehouse or regional firm by combining transition assistance, improved payout economics, portability assumptions, platform costs, growth assumptions, and multi-year cumulative value.

Transition Assistance
Pro Forma
Breakaway Value
1
Current Wirehouse Snapshot
$
Used for AUM-based transition assistance and growth modeling.
$
Used for payout, pro forma, and GDC-based TA views.
%
Auto-estimated from production. Editable.
Adds annual economics improvement over time after clicking calculate.
2
Book Quality & Portability
%
Used for platform fees and TA alignment.
%
Used for TA alignment and insight commentary.
Midpoint is used in the model.
Reduces projected portable revenue and AUM-based TA.
3
Breakaway Destination
Start My Own RIA assumes $0 transition assistance.
UMA and SMA use the same assumptions.
%
Auto-estimated from production and destination model.
%
Auto-estimated from platform type.
$
Default independent fixed cost.
$
Auto-estimated from platform type.
4
Operating Costs
$
Annual additional software/tools.
$
Annual support/staff cost.
$
Annual office rent.
$
Insurance, compliance, marketing, etc.

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