Do you have any clients below an optimal profitability level? Armed with InvestmentNews data, this tool determines your client's profitability. Complete the information below about your overall client base, as well as individual client/AUM levels and the calculator will return a “score”, providing the benchmark and assessing if you're above or below optimal profitability levels.
After filling out information in the top left table, the table on the right will show how your firm's client profitability metrics compare with competitors of similar size.
A graph will also appear directly below the two tables that demonstrates how different client segments typically contribute to firm profitability for a business your size. The green bars show the typical client composition of similar-sized firms, based on client asset levels. The yellow line shows the contribution each client segment makes to the total percentage of firm profits; this line is also based on industry averages for similar firms.
| Your Firm | Typical Firm | |
|---|---|---|
| Revenue per Client | - | - |
| Total Clients | - | - |
| Profit per Client | - | - |
| AUM per Client | - | - |
| Revenue Yield on AUMFirm revenue divided by firm assets under management | - | - |
| Billings per Client Service HourFirm revenue divided by 1300 hours per year spent with clients divided by "# of professionals" | - | - |
| Average hours per client1300 hours per year spent with clients multiplied by "of professionals" divided by "Clients" | - | - |
This section shows whether an individual client is profitable, and what a firm might need to change to make them profitable. After inputting client information in the table on the left, the table on the right will show how that client compares with the average client at a firm your size, based on several revenue and profitability metrics.
A chart below those tables will then provide a visual gauge of how profitable that client is relative to other clients at firms in the same revenue band. For example, a client in the 90th percentile would be more profitable than 90% of clients at an average firm your size. You can change the client data in the left-hand table to see how altering the client fee or assets will make the relationship more or less profitable.
| Your Client | Average Client | |
|---|---|---|
| Client fee | - | - |
| Client revenue | - | - |
| Client profit | - | - |
| Profit margin | - | - |
| Annual client hours | - | - |
| Hourly client revenue | - | - |
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
