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Disclosure: The results shown are illustrative estimates based on user-entered AUM and advisory fee, and mid-point assumptions for payout and expense ranges typical of RIA, Independent Broker-Dealer, and wirehouse channels. Actual compensation, costs, and benefits vary by firm, region, contract, product mix, staffing, and negotiated terms. Estimates are pre-tax and exclude certain charges (e.g., ticket/transaction fees, platform add-ons, custodial pass-throughs, product concessions, third-party tools, and one-time transition costs) unless otherwise specified. This tool is not accounting, tax, legal, or compliance advice, and does not constitute an offer or solicitation to join any firm. Advisors should independently verify economics and consult qualified counsel (including regarding client portability, Protocol status, restrictive covenants, and regulatory obligations). Past or modeled outcomes are not guarantees of future results.

Calculator Methodology & Disclosures

Purpose & Limitations. This calculator provides illustrative estimates only. Results are based on user inputs (AUM and advisory fee in basis points) and mid-point assumptions for payout grids and expense ranges that are commonly observed across RIA, Independent Broker-Dealer (IBD), and wirehouse channels. Actual compensation, costs, benefits, and resources vary widely by firm, platform, region, negotiated terms, client mix, product set, and service level. This tool is intended to support high-level comparisons, not to deliver a final, personalized economic analysis.

Assumptions. Unless stated on the page: (i) “Gross Revenue” is calculated as AUM × advisory fee (bps/10,000); (ii) RIAs are modeled as receiving 100% of gross before expenses; (iii) IBD and wirehouse payout rates are represented as mid-point estimates of publicly discussed ranges, which may include production-based grids and discretionary adjustments; and (iv) the “Our Model” payout is applied as a flat percentage of gross where indicated. Expense figures reflect mid-point allocations across categories such as staffing/overhead, compliance, technology, marketing, office, insurance, and other operations. Expense scaling with AUM is modest and illustrative.

Exclusions. Unless explicitly included, estimates are pre-tax and exclude ticket/transaction charges, platform add-ons, custodial/clearing pass-throughs, revenue sharing adjustments, product concessions, third-party technology, consulting fees, state registration/IAR fees, insurance licensing, one-time transition/onboarding costs, and contingent/retroactive grid changes (e.g., threshold or retention adjustments).

No Advice; No Offer. This material is for informational purposes only and does not constitute accounting, tax, legal, compliance, or investment advice. It is not an offer or solicitation to join any firm or to buy/sell any product or service. Independent verification of all economics and contractual terms is strongly recommended.

Legal & Regulatory Considerations. Advisors contemplating a transition should consult qualified counsel regarding client portability, Protocol for Broker Recruiting status, non-solicitation/non-competition/confidentiality obligations, regulatory filings, books and records, and any other applicable restrictions.

Data Integrity & Updates. Payout grids, platform pricing, and expense structures change over time. While care is taken to keep assumptions reasonable, no representation or warranty, express or implied, is made as to the accuracy, completeness, or fitness of these estimates for any purpose. Modeled outcomes are not guarantees of future results.

Confidentiality. If you choose to share information with us through this site, we will handle it in accordance with our Privacy Policy; however, calculations performed in your browser are locally generated and for your convenience.