SDBA Calculator
This is an interactive value-discovery tool to show how SDBA adoption can create potential new revenue from assets already existing in an advisor’s client base. Easily adjust the sliding-scale inputs to create a new scenario.
You have an opportunity to capture ~$29,531 in additional annual revenue
From assets your clients already have
Advisor Inputs
Advisor Fee (fixed)
0.75% (75 bps)
Pre-set and not adjustable
Opportunity Snapshot
Live
Scenario
Scenario
A dashboard view of potential revenue and practice value impact.
Eligible
105
clients
Adopting
26
clients
Untapped Assets
$3.9M
captured
Annual Revenue Opportunity
75 bps fixed fee
$29,531
~$1,125 per adopting client
25% adoption rate
Practice Value Increase
$88,594
Based on a 3x valuation multiple
Opportunity Source
Existing Client Base
From assets your clients already have
Balanced Scenario
This scenario reflects 26 clients adopting the solution, representing $3,937,500 in newly managed retirement assets with a practical adoption pace.
Revenue Growth Over Time
Cumulative Revenue Impact
Client Adoption Growth
Still curious? Get started today.
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