Your equity-comp book
Adjust to match your firm. Every assumption is labeled and editable; results update live below.
Clients whose wealth is concentrated in employer stock, RSUs, or a single position.
How many advisors at your firm would use BallastX. Drives the platform cost.
Your blended fee per equity-comp client (e.g. AUM × your fee %). A $2,000,000 client at 0.6% ≈ $12,000.
Conservative share of your equity-comp clients who adopt governed hedging once you offer it.
The retention-or-upgrade value of offering hedging, as a % of current fee. At 15% that's $1,800/yr per client.
$18,900/yr
across 10.5 engaged clients at $1,800 each
In plain English
Break-even is 9.3 engaged clients; you're modeling 10.5. You're modeling 30 equity-comp clients; if 35% engage hedging and that lifts each fee by 15%, BallastX would justify $18,900/yr in fees against a $16,776/yr platform cost. That is a net $2,124/yr and 1.1× return.
How this is calculated
Educational estimate, not a quote or investment advice. The "fee uplift" reflects retention and upgrade value from offering a differentiated, governed hedging service; it is an assumption you control, not a guarantee. Keep inputs conservative; actual results vary by firm, client mix, and pricing.