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Income

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Revenue
Asset Management Fees
Planning or Retainer Fees
Securities Commissions (Current)
Securities Trails
Insurance Commissions (New or First Year)
Insurance Renewals
Other Fees
Direct Expense
Professional Salaries or Commissions Paid (Owners)
Professional Salaries or Commissions Paid (Non-Owners)
Professional Bonuses/Incentive Comp (Owners)
Professional Bonuses/Incentive Comp (Non-Owners)
Referral Fees to Other Professionals / Organizations
Gross Profit
Overhead Expenses
Compensation – Administrative and Support Staff
Staffing Expenses (Payroll Taxes, Benefits, Training, Licenses)
Occupancy Cost
Technology Cost
Professional Services
Marketing and Business Development
Office Expenses
Travel
Other Expenses
Operating Income
Pre-Tax Income Per Owner
Earnings Before Owners' Compensation
Count of Firms

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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: 2018 InvestmentNews Study of Pricing & Profitability: Benchmarking the Financial Performance Study of Advisory Firms