Comparison Calculator
 
Assets Under Management   Number of accounts 
Annual Commissions   Number of RSPs 
Commission retained (%)   Current Fee on RSPs 
Average Commission per Trade   Number of people in team (including yourself) 
What ticket charge do you pay today?   Do you pay for your own space today? 
Total Average Cash Balance (credit)   Do you pay for your own assistants today? 
Total Average Cash Balance (debit)   Do you pay for your own quotes today? 
 
Increase in bottom line
 
Current ArrangementPinnacle Introducer
 
Gross Revenue    Gross Revenue
 Interest revenue
 RSP Revenue
Amount retained Amount retained
Ticket charge Ticket charge
 RSP Charge
Gross Contribution Gross Contribution
 
 Increase to overhead
 Cost of Capital
 Part time CFO
 Audit
 IDA Fees
 Additional Staff
 Insurance
 Premises & equipment
 Support staff
 Quotes etc
 Letterhead
 Total Increase
 
Net to overheads - if any Net to overheads - if any