Broker Check

Cost Savings Calculator

Cost Savings Calculator

“Penny Wise and Dollar Foolish”

When choosing affiliations many Advisors focus primarily on one side of the business the “Payout”. The often over looked side of
the business is the “Expense” column.

While there are many expenses to consider, one of the easiest to forget is the cost of outsourced money management. The leverage this service provides leaves the Advisor feeling like this expense cannot be avoided. Since this expense is usually deducted from the gross revenue before the Advisors payout, it often goes unseen.

The calculator below will show the potential savings of using the FWA Investment Management Platform. The savings over your
career will likely surprise you.

Investment Management Expense Savings Calculator

Your Business
Advisory AUM
Advisory Fee
$

{{advisoryFee * 100 | number :1}}%
Gross Fees
Annual Growth %
$

{{annualGrowth * 100| number :1}}%
Your Business
Advisory AUM
$
Advisory Fee

{{advisoryFee * 100 | number :1}}%
Annual Growth %
$
Gross Fees

{{annualGrowth * 100| number :1}}%

Mgmt Exp (Retail)
 
Mgmt Cost
 
FWA (Wholesale)
{{ FWA }}
Savings Annual
 
Savings 5 Year
 
Savings 10 Year
 

Mgmt Exp (Retail)
{{ mgmtExp1 }}
Mgmt Cost
{{ (mgmtExp1 * advisoryAUM) | currency:"$":0 }}
FWA (Wholesale)
{{ (FWA * advisoryAUM) | currency:"$":0 }}
Savings Annual
{{ savingsAnnual1() | currency:"$":0 }}
Savings 5 Year
{{ savings5year1() | currency:"$": 2 }}
Savings 10 Year
{{ savings10year1() | currency:"$": 2 }}

Mgmt Exp (Retail)
{{ mgmtExp2 }}
Mgmt Cost
{{ (mgmtExp2 * advisoryAUM) | currency:"$":0 }}
FWA (Wholesale)
{{ (FWA * advisoryAUM) | currency:"$":0 }}
Savings Annual
{{ savingsAnnual2() | currency:"$":0 }}
Savings 5 Year
{{ savings5year2() | currency:"$": 2 }}
Savings 10 Year
{{ savings10year2() | currency:"$": 2 }}

Mgmt Exp (Retail)
{{ mgmtExp3 }}
Mgmt Cost
{{ (mgmtExp3 * advisoryAUM) | currency:"$":0 }}
FWA (Wholesale)
{{ (FWA * advisoryAUM) | currency:"$":0 }}
Savings Annual
{{ savingsAnnual3() | currency:"$":0 }}
Savings 5 Year
{{ savings5year3() | currency:"$": 2 }}
Savings 10 Year
{{ savings10year3() | currency:"$": 2 }}

Mgmt Exp (Retail)
{{ mgmtExp4 }}
Mgmt Cost
{{ (mgmtExp4 * advisoryAUM) | currency:"$":0 }}
FWA (Wholesale)
{{ (FWA * advisoryAUM) | currency:"$":0 }}
Savings Annual
{{ savingsAnnual4() | currency:"$":0 }}
Savings 5 Year
{{ savings5year4() | currency:"$": 2 }}
Savings 10 Year
{{ savings10year4() | currency:"$": 2 }}