EFuturesCFO · Financial Services Suite
AUM & Fee Revenue Optimizer
Model fee revenue across AUM tiers, analyze fee compression impact, and identify the highest-leverage strategies to grow management fee income.
Executive Summary
Fee Tier Breakdown
AUM & Revenue Projection
Revenue Growth Levers
Revenue Mix
Methodology
Management Fee Revenue = AUM × Fee Rate (bps ÷ 10,000). Blended Fee = Total Mgmt Fee Rev ÷ Total AUM × 10,000. Fee compression applied annually. Industry avg: 75-100 bps for <$1M, 50-75 bps for $1M-$5M, 35-55 bps for $5M+. Revenue/advisor benchmark: $800K-$1.2M for top quartile. AUM/advisor benchmark: $100M-$200M.