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See how a fee increase could grow your firm’s value

The opportunity

A small fee change can make a significant difference.

Enter your current recurring income and ongoing charge, then add the new charge you are considering. The result shows the potential increase in value on top of what your business may already be worth.

Fee increase calculator

Enter the relevant annual recurring income.
Enter 0.50 to represent a 0.50% charge.
Enter the percentage charge you are considering.

The calculation assumes the same assets remain under advice and applies a 3.75× multiple to the additional recurring income.

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