Table 3: Client Profitability
By Staff WriterAverage Fee-OnlyFinancial Advisor Fee-Only Advisors with$500 million+ in assets Your Practice Assets/Client $500,000$981,000 Revenues/Client $3,697$6,667 Pretax Profits/Client $1,567$2,143 Source: Tiburon Strategic Advisors Fee-Only...
February 01, 2004
2003's Top Performing FundsThe mutual funds (all at least three years old) that posted the highest returns within the 12 S&P categories in 2003. Category Fund Return in '03...
February 01, 2004
Mark Gajowski1717 Capital Management 555 Washington Ave. Brentwood, New York 11717 631-231-4001, ext. 1256 [email protected] Age: 28 Education: B.S., finance, Dowling College (New York), 1997 Entered financial services industry: 1992 (part-time), 1997 (full-time) Number...
February 01, 2004
Table 1: Firm ProfileAverage Fee-Only Financial Advisor Your Practice Partners1.2 Employees4.1 Clients248 Assets Under Management($millions)$124 Revenues$918,000 Pretax Profits (Pretax Profits/Revenues)$345,000 Source: Tiburon Strategic Advisors Fee-Only Financial...
February 01, 2004
Steven YoungSteven Young Financial Planning Springfield, Missouri 65618 877-679-3746 [email protected] Age: 52 Education: B.S., business administration, Tarkio College (Missouri), 1991 Founded his firm: January 2002 Number of advisors at the firm: 1 advisor Number...
February 01, 2004
(No) Performance AnxietyFund Type 1YR 3YR 5YR 10YR 20YR Early VC-26%-22%48%38%20% Later VC-45%-22%7%20%14% All Venture-27%-20%24%26%16% Buyouts3%-6%6%9%12% Mezzanine4%2%6%8%10% All PE-7%-10%6%14%14% Nasdaq11%-26%-3%9%13% S&P 500-2%-13%-3%8%12% Source: Thomson Venture...
February 01, 2004
Table 2: Income Statement AveragesAverage Fee-Only Financial Advisor Your Practice Partner Leverage (Employees/Partners)3.4 Revenues/Assets (Return on Assets)74 basis points Pretax Profit Margins38% Source: Tiburon Strategic Advisors Fee-Only...
February 01, 2004
Table 5: Employee ProductivityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 47 Assets/Staff Member $23 million Revenues/Staff Member $173,000 Pretax Profits/Staff Member $65,000 Source: Tiburon Strategic Advisors...