Rossby
Rossby Advisor Calculator

Advisor Profitability Calculator

Compare your current cost structure against Rossby — all values annualized

For illustrative and informational purposes only. This calculator does not constitute an offer, agreement, or guarantee of services. For Advisor Use Only — not intended for end clients. This calculator should not be used as a basis for determining client-level fees and costs.
Step 1 — Your Practice
Firm Details & Fees
Firm Name
Gross Dealer Concession (GDC)Annual GDC in dollars
Payout Ratee.g. 90 for 90%
Number of Accounts
Advisory AssetsTotal AUM in dollars
Advisory Basis PointsWhole number (12 = 0.12%)
Technology FeeAnnual variable
E&O CostAnnual variable
Licensed PeopleIncluding the owner (additional advisor fees apply per person beyond the first)
Step 2 — Revenue Mix
What % of GDC comes from each line?
Revenue Type
% of GDC
Revenue ($)
Commissions
Advisory Fees
Financial Planning
Misc Commissions
Insurance
Total
Step 3 — Variable Cost Attribution
How do variable costs distribute?
Type
% Share
Var Cost
Contribution
Commissions
Advisory Fees
Financial Planning
Misc Commissions
Insurance
Total
Tech Fee
E&O + Advisor Fees
Total Variable Costs
Step 4 — Fixed Costs
Annual Overhead
Expense
Annual Cost ($)
Financial Planning Software
CRM
Office Rent
Assistant Support
Marketing
Compliance
Risk Profiling
Other
Total Fixed Costs
Your Results
Annual Savings with Rossby

Gross Profit Comparison

Current
With Rossby

Current Structure

Total Revenue
Total Costs
Gross Profit
Break-even Accounts
Profit / Account

With Rossby ★ Rossby Advantage

Total Revenue
Rossby Cost
Gross Profit
Break-even Accounts
Profit / Account
Estimated Rossby Pricing
How we price — and what it covers

How we price

Base platform fee Flat annual
$20,000
Per-account fee 300 accounts × $5.00/mo × 12
$18,000
Additional advisors 3 beyond the owner × $7,500
$22,500
Annual total
$60,500

What's included

Platform & Ongoing Services
  • Choice of top-tier custodians (incl. TAMP & fee-based annuity)
  • Portfolio management on BlackDiamond or Advyzon
  • Investment reporting & account rebalancing
  • Integrated trading & client portal
  • Compliance oversight & SEC registration
  • IAR licensing & CE tracking
  • DocuSign — unlimited envelopes
  • Compliant financial-planning billing (AdvicePay)
  • Open-architecture integrations (CRM, planning, risk)
Transition & Onboarding
  • Custodial setup & client account data migration
  • Entitlements & system-access permissions
  • Licensing, registration & ADV 2B preparation
  • Port-All supervision & books-and-records
  • ArchiveIntel — email, social, & text archiving
  • Base systems training for advisor & staff
  • Environment setup & firm branding
  • Fee billing & client dashboard configuration
  • Transition review + quarterly check-ins (year 1)
  • Operational liaison access
Base Variable Costs
Total Variable Costs
Total Fixed Costs
Contribution After Var Costs
Total Cost (Current)