Advisor payout assessment

See what independence could be worth.

Answer a few questions about your current firm structure, production, and AUM to compare your current economics with a Revisor-supported independent model.

Step 1 of 6 Current affiliation

Current affiliation

Where are you currently affiliated?

This applies firm-specific default assumptions for grid payout, additional fees, and overhead. These can be reviewed at the end.

Practice economics

What are your approximate production and AUM?

Use your trailing 12-month production and the approximate client assets you want included in this comparison.

Annual production

Example: 500,000

Advisor AUM

Example: 50,000,000

Current payout

What is your current payout grid?

The calculator uses a default grid based on your firm category. Adjust it if your actual grid differs.

Current grid payout %

Wirehouse default: 40%.

Revisor comparison

Which Revisor-supported model should this compare against?

This changes how platform and compliance assumptions are applied in the estimate.

Support structure

Include Revisor compliance support in the estimate?

Leave this on for a conservative comparison that includes compliance-related support costs.

Estimated comparison

Your estimated annual payout comparison

These figures are directional estimates based on the assumptions selected in this assessment.

Estimated annual increase with Revisor

0% increase compared with your current estimated net payout.

Current net payout

0% net payout.

With Revisor

0% net payout.

Current model$0

With Revisor$0

Want a more precise estimate?

Request a confidential review of your current payout structure and transition economics.

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Current additional fees %

Deducted from gross advisor revenue.

Current additional overhead

Revisor platform fee % of AUM

Flat compliance fee

Applied only to Independent RIA path when compliance is included.

Roll-Up compliance reduction %

Subtracted from the calculated Revisor roll-up payout grid.

This estimate compares your current advisor economics against a Revisor-supported independent model using general assumptions. Actual results may vary based on firm structure, client mix, expenses, and transition details.