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Calculator Playground

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Payout Calculator

Finate Solutions/The Goliath Group
Financial Advisor Placement
(704)980-0660
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7 Revenue
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9 Payout After
10 Advisory Gross Commissions Payout % Advisory AUM % Fee to Client BD Fee (%) Fees Gross Payout Fees & Charges
11 Fee-Based Accounts - Advisor as PM
12 AUM All Accounts $50,000 - $500,000
13 AUM All Accounts $500,000 - $749,000
14 AUM All Accounts $750,000 - $1,000,000
15 AUM All Accounts $1,000,000 - $1,500,000
16 AUM All Accounts $1,500,000 - $2,000,000
17 AUM All Accounts $2,000,000 - $3,000,000
18 AUM All Accounts $3,000,000 - $5,000,000
19 AUM All Accounts $5,000,000+
20 Total
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22 Ticket Charges - Advisor as PM Number of Transactions/Year Ticket Charges
23 Equities/ETFs
24 Mutual Funds - NTF
25 Mutual Funds - Partial
26 Mutual Funds
27 Options
28 Fixed Income
29 UITs
30 Fee Based VA's
31 Misc
32 Total:
33 Gross Commissions Payout % Advisory AUM % Fee to Client BD Fee (%) Fees Gross Payout Payout After Fees & Charges
34 Fee Based Accounts -Full Wrap No Ticket
35 AUM All Accounts $50,000 - $500,000
$0.00
$0.00
$0.00
$0.00
$0.00
36 AUM All Accounts $500,000 - $750,000
$0.00
$0.00
$0.00
$0.00
$0.00
37 AUM All Accounts $750,000 - $1,000,000
$0.00
$0.00
$0.00
$0.00
$0.00
38 AUM All Accounts $1,000,000 - $1,500,000
$0.00
$0.00
$0.00
$0.00
$0.00
39 AUM All Accounts $1,500,000 - $2,000,000
$0.00
$0.00
$0.00
$0.00
$0.00
40 AUM All Accounts $2,000,000 - $3,000,000
$0.00
$0.00
$0.00
$0.00
$0.00
41 AUM All Accounts $3,000,000 - $5,000,000
$0.00
$0.00
$0.00
$0.00
$0.00
42 AUM All Accounts $5,000,000+
$0.00
$0.00
$0.00
$0.00
$0.00
43 Total
0.00%
44 Fee Based Accounts - Turnkey Models
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46 Fee Based Accounts - TAMP (not with b/d)
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48 Fee Based Accounts - 401K (not with b/d)
49 Total Fee Based
50 Brokerage Gross Commissions Payout Number of Transactions/Year Tickets Charge/Trade
51 Listed Stocks/ETFs
52 OTC Agency/ Principal
53 Options
54 Total Equity
55 Corporate Bonds
56 Money Markets
57 Gov'ts/ Agencies
58 CD's
59 Mortgage Backed
60 Total Taxable
61 Municipals
62 UIT's
63 Total Tax Exempt
64 Variable Annuities
65 Fixed Income Annuities
66 Total Annuities
67 Mutual Funds
68 Mutual Funds - Systemic
69 Total Mutual Funds
70 Total Gross Commissions Total Advisory AUM Total Transactions Total Brokerage Fees Total Gross Payout Total Net Payout
71 Totals
72 Total Advisory Fees
73 Average Advisory Account Size
74 Average Advisory Household Size
75 #of Accounts $/Account Total Acct Fee #of Accounts $/Account Total Account Fee #of Accounts $/Accounts Total Acct Fee
76 Total # of Accounts
IRA Accounts
Paper Statement Accounts
77 Total # of Advisory Accounts
IRA Advisory Accounts
Trade Confirms/Year
78 SIPC Assessment Fee
Misc Misc
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80 Monthly Expenses
81 Monthly Service Fee
82 Technology Fee
83 Misc.
84 Misc.
85 Misc.
86 Yearly Expenses
87 E&O Insurance
88 SIPC Assessment
89 Misc.
90 Misc.
91 Account Fees
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93 Total Monthly Expenses/Year
94 Total Yearly Expenses
95 Total Expenses
96 Payout Calculator
97 Gross Payout
98 Transaction Costs
99 Payout Before Expenses
100 Total Expenses (from above)
101 Net Income
102 Net Payout Percentage