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Income

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Revenue
Asset Management Fees
Planning and Consulting Fees
Securities Commissions (Current)
Securities Trails
Other Fees
Direct Expense
Professional Compensation Paid (Owners)
Professional Compensation Paid (Non-owners)
Referral Fees to Other Professionals / Organizations
Gross Profit
Overhead Expenses
Staffing Expenses
Occupancy Cost
Technology Cost
Professional Services
Marketing and Business Development
Other Expenses
Operating Income
Pre-Tax Income Per Owner
Earnings Before Owners' Compensation

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Total Revenue Breakdown

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Direct Expense

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Overhead Expenses

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Common-Size Income Statement (Overview)

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Industry Overview

Common-Size Income Statement by Firm Revenue

Global View of All Participating Advisory Firms


Source: 2016 InvestmentNews Financial Performance Study of Advisory Firms