Compensation Calculator
Estimate your take-home pay as a FAN advisor
Your Revenue Inputs
Total assets under management
Annual advisory fee you charge clients
Total FP fees billed annually
REITs, alts, annuities, 1031s
Monthly Expenses
E&O Insurance
Flat $200/month
Total Monthly Expenses
$850
Firm-Covered Tech
Forefront covers Wealthbox, MessageWatcher, CurrentClient, AdvisorBOB, AssetMap, HiHello, G Suite, and Forefront Workspace — $4,440/yr in included tech value.
Plus Black Diamond — $10,000/yr in value, included at no cost.
Total Firm-Covered Value
$14,440/yr
Your Revenue Tier
THRIVE
Total Gross Revenue
$1,050,000
Annual Net Take-Home
$913,800
After $10,200/yr in expenses
Monthly Net Take-Home
$76,150
AUM Payout Rate
88%
$880,000/yr
FP Payout Rate
88%
$44,000/yr
Revenue Breakdown: Gross vs. Your Payout
Detailed Breakdown
| Item | Annual | Monthly |
|---|---|---|
| AUM Advisory Fees (gross) | $1,000,000 | $83,333 |
| ↳ Your AUM Payout (88%) | $880,000 | $73,333 |
| Financial Planning Fees (gross) | $50,000 | $4,167 |
| ↳ Your FP Payout (88%) | $44,000 | $3,667 |
| Gross Advisor Payout | $924,000 | $77,000 |
| Tech Package (Tech – $650/mo) | −$7,800 | −$650 |
| E&O Insurance | −$2,400 | −$200 |
| Net Take-Home | $913,800 | $76,150 |
This calculator provides estimates for planning purposes only. Actual payouts are based on verified revenue, compliance review, and your signed agreement with Forefront Advisor Network.