YOUR FINANCIAL PHARMACIST PLANNING, LLC
PEER BENCHMARKS
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE |
FIRM VALUE | ||
|---|---|---|---|
| Percentage of AUM | Yes | 40 Firms | Yes |
| Hourly Charges | No | 32 Firms | Yes |
| Subscription Fees | No | 41 Firms | No |
| Fixed Fees | No | 24 Firms | Yes |
| Commissions | No | 40 Firms | No |
| Performance Based Fees | No | 27 Firms | No |
| Other | No | 38 Firms | No |
Understanding Truelytics Peer Groups
A firm’s Truelytics Peer Group is a benchmark calculation based on the average data in a group. Peer group’s are dynamically generated via self-reported AUM mapped against the Truelytics database of 8,000+ firms and their self-repoted data.
Truelytics Peer Benchmark Details
Truelytics Score
2.5
$27.7M
$27.7M
$296.1K
$55.0K
C
The Business Stability Grade reflect the structure and operations of a firm. Many of the KPIs are directly under a firm's control and can be improved in the short term to improve profitability.
C
The Client Stability Grade reflect the stability of a firm's client demographics. Improvements to client stability usually involve longer term changes to one's client base vs business stability indicators.
A
Your Market Stability Grade reflects the amount of market risk inherent in your revenue streams. Risk here is not necessarily a bad thing - exposure to the market can generate growth in good times.
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