This simple interactive ROI calculator will provide you with an approximate return on your potential ByAllAccounts investment (over a 1-year period) if you decide to bill on held away accounts (ex: 401ks, Annuities, 529 accounts).
The revenue calculations are based on your increased revenue less the cost of the ByAllAccounts service.
Based on a national survey conducted by ByAllAccounts:
- the average advisor charges between .5 and .75 basis points for each held away account
- an average retirement account is roughly $236,000 in size
The results and underlying ByAllAccounts pricing assumptions are approximate. Please contact us for a customized quote or with any questions that you may have.
