Determine the cost of an investment
Before embarking on the process of finding a portfolio, you need to clarify the contours of your project. When you are logged in, you will find a route from a proven methodology. This path will allow you to clarify your strategy for growth and optimize results.
All you have to do is follow the questioning path, completing the elements of your current organization and the contours of that of your target.
Disclaimer
Free use of this calculator allows you to have a first estimate the income to be expected from an investment, when buying a brokerage portfolio, according to different parameters to be entered. This calculation is in no way assimilable financial, tax or legal advice. The result is given as purely indicative and we invite you to get closer to your advice to obtain the precise calculation, corresponding to your project. The theoretical income determined by the calculation is for the first year and you must integrate the specific volatility of the portfolio that you are going to study, to determine your income more precisely.
Assumptions used in the calculation for financing: gross rate of 1% / year over 7 years. A credit commits you and must be repaid. Check your repayment capacities before committing.
How much should I receive?
Simply estimate the theoretical future income from an investment made through the purchase of a brokerage portfolio.
Of which estimated costs, taxes and fees
Estimation of theoretical future annual income for the 1st year
Amount borrowed
Monthly income net of monthly loan payment for the 1st year
Project your portfolio income
Estimate potential revenue streams and plan your financial future with accurate income projections.
Revenue forecasting
Predict future income based on portfolio size, client retention, and market growth patterns.
Commission tracking
Calculate expected commissions across different product lines and client segments.
Growth optimization
Identify opportunities to maximize income and optimize your portfolio performance.
Start planning your income growth
Turn projections into reality with expert guidance and strategic portfolio management.