Comparison Calculator
Assets Under Management
Number of accounts
Annual Commissions
Number of RSPs
Commission retained (%)
Current Fee on RSPs
Average Commission per Trade
Number of people in team (including yourself)
What ticket charge do you pay today?
Do you pay for your own space today?
Yes
No
Total Average Cash Balance (credit)
Do you pay for your own assistants today?
Yes
No
Total Average Cash Balance (debit)
Do you pay for your own quotes today?
Yes
No
Increase in bottom line
Current Arrangement
Pinnacle Introducer
Gross Revenue
Gross Revenue
Interest revenue
RSP Revenue
Amount retained
Amount retained
Ticket charge
Ticket charge
RSP Charge
Gross Contribution
Gross Contribution
Increase to overhead
Cost of Capital
Part time CFO
Audit
IDA Fees
Additional Staff
Insurance
Premises & equipment
Support staff
Quotes etc
Letterhead
Total Increase
Net to overheads - if any
Net to overheads - if any