Your Title Here
You could spend hours tracking down options, arranging demos, and guessing at your worth OR you can let the team at 3xEquity.
Our Advantages:
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Fee Analysis
Enter your data below
Fee Analysis Comparison
Enter your AUM to estimate your annual and 10-year benefit of moving to a more efficient fee structure.
Inputs
Example: 70,000,000 for $70M in assets under management.
Results
Annual take-home
at current firm
at current firm
$0
Annual take-home
at Sample Nat'l BD
at Sample Nat'l BD
$0
Annual lift in
take-home pay
take-home pay
$0
| Item | Current firm | Sample Nat'l BD |
|---|---|---|
| Gross revenue | $0 | $0 |
| Global admin fee | $0 | $0 |
| Broker-dealer payout (after haircut) | $0 | $0 |
| Compliance fee | $0 | $0 |
| Technology fee | $0 | $0 |
| Affiliation fee | $0 | $0 |
| Total after all fees | $0 | $0 |
10-year fee savings
$0
Assumes current difference persists for 10 years.
Transition package
$0
Estimated upfront economics for a move.
Total 10-year opportunity
$0
Fee savings plus transition package.
Estimates only. Actual economics depend on your exact production, fee schedules, and negotiated transition package.
Ready to control the conversation?
Let's get your custom offers.
Getting started is easy and
your information is 100% confidential.
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Get Started Now
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