Fee Compression Scenarios: What a Few Basis Points Cost
This lesson is part of the course
In this lesson
You cut Brookmere Wealth Partners's blended fee by 5, 10 and 20 basis points and measure what happens to revenue, profit and margin, and how much extra AUM it would take to make up for it.
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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