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Submit Net Payout Calculator Data
Complete the form below to submit your Practice and Asset information
Advisor/Group Details
WHY DO WE ASK FOR THIS?
Many firms structure their fees/thresholds based on the number of advisors in the practice and where the assets are held
Advisory Asset Details - Advisor as PM
WHY DO WE ASK FOR THIS?
Many firms structure their advisory/platform fees based on the size of the clients accounts.
Advisory Accounts - Advisor as PM
AUM All Accounts: $50,000 - $500,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $500,000 - $750,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $750,000 - $1,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $1,000,000 - $1,500,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $1,500,000 - $2,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $2,000,000 - $3,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $3,000,000 - $5,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $5,000,000 +
Payout (%)
Fee to Client (%)
Platform Fee (%)
Trades/Year in Advisory Accounts - Advisor as PM
Total Trades/Year: Equities/ETF's (#)
Ticket Charge/Trade ($)
Total Trades/Year: Mutual Funds - NTF (#)
Ticket Charge/Trade ($)
Total Trades/Year: Mutual Funds - Partial (#)
Ticket Charge/Trade ($)
Total Trades/Year: Mutual Funds (#)
Ticket Charge/Trade ($)
Total Trades/Year: Options (#)
Ticket Charge/Trade ($)
Total Trades/Year: Fixed Income (#)
Ticket Charge/Trade ($)
Total Trades/Year: UIT's (#)
Ticket Charge/Trade ($)
Total Trades/Year: Fee Based VA's (#)
Ticket Charge/Trade ($)
Total Trades/Year: MISC (#)
Ticket Charge/Trade ($)
Advisory Asset Details - Full Wrap No Ticket Charges
WHY DO WE ASK FOR THIS?
Many firms structure their advisory/platform fees based on the size of the clients accounts.
Advisory Accounts - Full Wrap No Ticket Charges
AUM All Accounts: $50,000 - $500,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $500,000 - $750,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $750,000 - $1,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $1,000,000 - $1,500,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $1,500,000 - $2,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $2,000,000 - $3,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $3,000,000 - $5,000,000
Payout (%)
Fee to Client (%)
Platform Fee (%)
AUM All Accounts: $5,000,000 +
Payout (%)
Fee to Client (%)
Platform Fee (%)
Advisory Accounts - Assets Not Held On Platform
Turnkey Models Total AUM($)
Gross Commissions($)
Payout (%)
Platform Fee (%)
TAMP's Total AUM($)
Gross Commissions($)
Payout (%)
Platform Fee (%)
401k's Total AUM($)
Gross Commissions($)
Payout (%)
Platform Fee (%)
Brokerage Asset Details
WHY DO WE ASK FOR THIS?
Many firms have reduced payouts or "surcharges" on certain brokerage products. Also, ticket charges can vary at each firm.
Equities/Year
Listed Stocks/ETF's Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
OTC Agency/Principal Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Options Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Fixed Income Taxable/Year
Corporate Bonds Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Money Market Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Govt's/Agencies Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
CD's Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Mortgage Backed Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Fixed Income Tax Exempt/Year
Municipal's Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
UIT's Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Annuities/Year
Variable Annuities Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Indexed Annuities Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Mutual Funds/Year
Mutual Funds Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Mutual Funds - Systemic Gross Commissions($)
Payout (%)
Total Trades/Year(#)
Ticket Charge/Trade ($)
Client Account Details
WHY DO WE ASK FOR THIS?
Many firms have account fees that can significantly reduce net-payouts. Account fees can vary at each firm.
Total # of Accounts
Yearly Account Fee
Total # of Advisory Accounts
Yearly Account Fee
Total # of IRA Accounts (non-advisory)
Yearly Account Fee
Total # of IRA Advisory Accounts
Yearly Account Fee
Total # of Accounts with Paper Statements
Yearly Statement Fee
Total # of Paper Trade Confirms/Year
Paper Confirm Fee
Misc Account Fee
Fee
Misc Account Fee
Fee
SIPC Assessment Fee (Bps%)
Fee
Average Account Sizes
Average Advisory Account Size
Average Advisory Household Size
Firm Expense Details
WHY DO WE ASK FOR THIS?
Enter your monthly and yearly firm expenses. These costs factor into the overall net payout analysis.
Monthly Expenses
Affiliation / Rep / Service Fee
Technology
Misc Expense 1
Misc Expense 2
Misc Expense 3
Yearly Expenses
E&O Insurance
Misc Expense 1
Misc Expense 2