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.-).