Practice P&L, Operating Margin & Compensation Ratio
This lesson is part of the course
In this lesson
You build Brookmere Wealth Partners's two-year P&L, calculate operating profit, operating margin and the compensation ratio, and read the margin change in percentage points.
Buy the course once for $9.99 to unlock every lesson and lab, the final exam and the certificate – lifetime access, no subscription.
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