This calculator is for illustrative purposes only and does not constitute an offer
of employment. There is no guarantee as to the accuracy of the data.
You should perform all of your own calculations when making decisions regarding
your current or future employment.
This calculator makes the following assumptions:
Federal Income Tax rate of 35%, Capital Gains Tax rate of 15% The value of a fee
based book in an RIA model is 2x that of a fee based book inside a wirehouse model
The actual average annual growth rate for RIAs is 12% vs 10% for wirehouse brokers.
(Source: Wirehouse Assets & RIA Assets, Cerulli Associates). However this calculator
growth rates of 10% for RIAs and 8% for wirehouse brokers.