Designed to give you the client's
blended fee calculation when using a
tiered fee schedule. Excel
spreadsheet. No guaranty of
accuracy.
Click here to open
DSC Commission plus Trailers vs.
Fees Calculator
Designed to show the difference in
your income over twelve years
between collecting a DSC commission
and trailers vs. fee-based
compensation. This is v.2 which
calculates a lump sum investment plus a
PAC. Excel spreadsheet. No
guaranty of accuracy.
Click here to open
Income Drop and Time to Recovery Calculator
Created by
Linsco/Private Ledger (a large U.S.
independent broker-dealer) the
illustration is intended to provide
general guidance on converting all or
portion of an advisor's commission-based
accounts to fee-based account over
time. The calculator seems to work best
if you input "100% of Assets Convertible
to Fees" as it will gradually transition
those assets over 3 years.
Click here to open
Valuation Calculator
To give
you a clear view of what your business
is worth, Mutual Service Corp. is
offering a free FP Transitions Snapshot
Valuation-a $175 value- that will give
you an objective benchmark of your
practice compared to national (U.S.)
averages. The Snapshot Valuation uses an
abbreviated list of questions and
provides you a range of values for your
practice based on realistic and typical
deal terms.
When you
are finished completing the questions,
you will have an instant estimate of the
current value of your practice, and
you'll then want to re-run the numbers
assuming 100% fee income. It's an eye
opening experience!
Click here to open
Mutual Fund Fee Impact Calculator
This
calculator will help your clients understand
how fees and other expenses can affect
mutual fund investments. You can also use it
to compare the effects of A-class funds MER
to F-class/Index funds MER + your fee.
Click here to open
5-Year Business Plan Forecaster
The Oechsli
Institute 21st Century Financial Practice™
model enables you achieve significant
financial results quickly and progressively
over the length of the 5-Year Business Plan
that you create at the beginning of the
journey.
Click here to download
