At First Glance

Calculator for your approximate revenues, simplified model

1.	REVENUES
	Assets under Management	CHF
	Return of Assets (ROA)		%
	Total	CHF

2.	WAGE COSTS
	Gross salary of the main Client Advisor
	Social Security Charges and LPP (30%)*
	Client Advisor 2
	Total gross salary
	Social Security Charges and LPP (30%) *
	Admin Assistant(s)
	Total gross salary
	Social Security Charges and LPP (30%) *
	Portfolio Manager(s)
	Total gross salary
	Social Security Charges and LPP (30%) *
	Total of wage costs	CHF

	RESULTS
	Revenues
	Wage costs
	Fixed Costs Sept Finance **
	Total results	CHF

GROSS REVENUES ATTRIBUTED TO CLIENT ADVISOR
Total gross salary	CHF
Breakdown of result	CHF
Total of gross revenues	CHF
as a percentage of gross result		%

* : Can be adapted, depending on the LPP plan chosen.
** : Depending on certain parameters, these costs can be modified (example: client-related costs are integrated and will be calculated effectively, but in this simulation, they are assumed as being a fixed CHF 25’000.-).