Introducing the Breakeven AUM Calculator

How do you gauge whether an individual client contributes to or detracts from your business’s profitability?

Our new Breakeven AUM Calculator can help. It systematically estimates the individual client AUM required to ensure that each client contributes to your bottom line.

Enter just a few statistics about your business in three simple steps:

  1. Identify your revenue and income goals
    • Your desired annual income
    • Approximate profit margin
    • Average number of days each year you work

  2. Estimate the cost of your time
    • Average number of client-facing hours per day

  3. Calculate your breakeven client AUM
    • Approximate number of hours you spend servicing your smallest clients
    • Maximum fee you charge your small clients

Get Started

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Neither this calculator nor its output should be relied upon to fulfill or disregard any fiduciary obligations you may have.


This material has been prepared for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice. Read about our Privacy & Security policies.

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