ProAdvisor · Simulator
Advisor AUM Growth Simulator
Project assets and fee revenue over ten years.
Assumptions
Year 10 AUM
$167,439,808
Year 10 fee revenue
$1,674,398
| Year | AUM | Fee Revenue |
|---|---|---|
| Year 2 | $67,595,000 | $675,950 |
| Year 4 | $87,739,516 | $877,395 |
| Year 6 | $110,802,971 | $1,108,030 |
| Year 8 | $137,208,322 | $1,372,083 |
| Year 10 | $167,439,808 | $1,674,398 |
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Built by The Crimson Bench · Educational model, not financial advice
About the Advisor AUM Growth Simulator
Model AUM compounding from market returns and net client flows, and the recurring fee revenue it generates.
It's built for directional planning: change any assumption and watch the whole projection move, the way a seasoned operator pressure-tests a plan before committing capital. Everything is computed live in your browser — nothing is sent anywhere.
How the Advisor AUM Growth Simulator Works
The model takes 4 assumptions and returns 2 headline metrics plus a full breakdown. Here is exactly what goes in and what comes out — no black box.
The Inputs
| Assumption | Example value |
|---|---|
| Starting AUM | $50,000,000 |
| Net flows / year | $5,000,000 |
| Market return | 7% |
| Advisory fee | 1% |
Worked Example
Every figure below is produced by the live model using the example assumptions above. Change any input in the simulator to see your own numbers.
Year 10 AUM
$167,439,808
Year 10 fee revenue
$1,674,398
| Year | AUM | Fee Revenue |
|---|---|---|
| Year 2 | $67,595,000 | $675,950 |
| Year 4 | $87,739,516 | $877,395 |
| Year 6 | $110,802,971 | $1,108,030 |
| Year 8 | $137,208,322 | $1,372,083 |
| Year 10 | $167,439,808 | $1,674,398 |
The Operator's Read
AUM compounds two ways — markets and net flows — and your fee rides on top. This is why advisory practices are such durable, saleable businesses: the revenue grows even when you're not selling.
Assumptions & Limitations
- •The model is deterministic: it projects your inputs forward with clear arithmetic, not a Monte-Carlo or probabilistic forecast. It shows one scenario at a time — run several to bracket a range.
- •Defaults are illustrative benchmarks, not your business. Replace every field with your real numbers before drawing conclusions.
- •It abstracts away taxes, financing, seasonality, and one-off events unless a field explicitly captures them. Treat the output as a directional estimate.
- •This is an educational tool, not financial, investment, tax, or legal advice. Validate real decisions with a qualified professional.
Frequently Asked Questions
What does the Advisor AUM Growth Simulator calculate?
Model AUM compounding from market returns and net client flows, and the recurring fee revenue it generates. It takes 4 assumptions — Starting AUM, Net flows / year, Market return, Advisory fee — and returns Year 10 AUM, Year 10 fee revenue, along with a full projection table you can export.
How do I use the Advisor AUM Growth Simulator?
Enter your own figures in the input fields above — Starting AUM, Net flows / year, Market return, and the rest. The model recalculates instantly and shows the resulting Year 10 AUM and full breakdown. No sign-up needed to run it.
Is the Advisor AUM Growth Simulator free?
Yes — you can run the simulator and see the headline results for free. Toolkit Pro unlocks the full projection table, Excel/PDF export, saved scenarios, and AI analysis: $180/mo, $1,728/yr, or unlock any 3 simulators for $20.
What's the difference between this and a free calculator?
A calculator answers one question. This simulator models the full picture — multiple linked assumptions, a projection table, and scenario comparison — the way an operator would build it in a spreadsheet, but instantly.
Who built the Advisor AUM Growth Simulator?
The Crimson Bench's Ivy League-educated operators — the same people we deploy into C-suites. This is the self-serve version of a model they'd build inside a live engagement.
Is this financial advice?
No. The Advisor AUM Growth Simulator is an educational modeling tool for directional planning — not financial, investment, tax, or legal advice. Validate any real decision with a qualified professional.
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