Cost of Fragmentation Calculator
Cost of fragmentation
What running on disconnected systems costs you a year
Find your firm and we'll pull your AUM and adviser count straight from your Form ADV. You'll have your number in about thirty seconds.
Pulls your AUM and adviser count straight from your Form ADV. Or skip it and start from a firm like yours.
Start from a firm like yours
Sets what an advisor hour is worth, derived from your own economics.
Revenue-producing advisors, not total headcount.
Custodians, CRM, portfolio accounting, planning, billing, BI, portal.
Two CRMs, three reporting tools. Multiple custodians don't count.
Anyone who moves, joins or reconciles data by hand.
Pulling exports, rebuilding spreadsheets, chasing breaks.
Hunting across logins, waiting on home-office requests.
Held at our floor for a firm at your AUM per advisor, so moving AUM alone won't change the total. The full derivation comes with the breakdown.
Where this comes from
Built on wealth-firm compensation benchmarks and the operating data of the firms running on Milemarker. The full method — every rate, uplift and capture assumption, line by line — comes with your breakdown.
An estimate built from your answers and published benchmarks, not a guarantee of savings.
