Revenue from AUM Growth: Market Return + Net Flows
This lesson is part of the course
In this lesson
You project Brookmere Wealth Partners's AUM for five years from market returns, new client assets and outflows, turn it into fee revenue and separate growth from markets and from flows.
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Lessons in this course
- Tiered AUM Fee Schedules & the Blended Fee Locked
- Revenue from AUM Growth: Market Return + Net Flows Locked
- Client Segmentation & Minimum Fees Locked
- Advisor Capacity: Clients per Advisor & Hours per Client Locked
- Client Profitability: Revenue vs Cost to Serve Locked
- Fee Compression Scenarios: What a Few Basis Points Cost Locked
- Practice P&L, Operating Margin & Compensation Ratio Locked
- Practice Valuation: Revenue Multiple vs DCF-lite Locked