Value Calculator

What Is Your Investment Function
Actually Costing You?

Use your firm's real numbers. The calculator below builds an honest line-item picture of what it costs to maintain an internal investment management function — people, systems, and overhead — and compares that against the cost of partnering with Varium.

All inputs stay in your browser. Nothing is submitted, stored, or transmitted. Print a summary when you're done.

Assumptions — adjust to stress-test the comparison
%
bps
$/mo

01 Your Firm

Top-line numbers for the firm. AUM drives the Varium fee comparison; current asset mix tells us how much of the investment function actually moves under partnership.

Total Firm AUM
$ MM
Firm Fee Charged to Clients
bps
% Currently Managed Internally
%
Best estimate of AUM managed in internally-built portfolios (individual securities, "advisor as PM" model), not via third-party funds.
% Managed via Third-Party Managers
%
AUM allocated to outside managers — mutual funds, ETFs, SMAs, UITs. Should sum with the internal % to 100%.

02 Internal Investment Personnel

Headcount and base salary for each role dedicated (in whole or in part) to your investment management function. Benefits and payroll tax are added on top using the load in the Assumptions panel.

Position Salary ($) # Annual
Personnel Total (incl. benefits & tax) $0

03 Investment Management Systems

Annual cost per seat or per system, multiplied by number of seats or licenses. Portfolio accounting and data analytics platforms typically dominate this line; tooltips show common providers.

System Cost ($) # Annual
Systems Total $0
Your Comparison
Live calculation. Adjust any input above and the numbers update instantly.
Personnel (loaded) $0
Systems $0
Current Annual Cost — Internal Investment Function $0
Varium Annual Cost to Advisor $0
Estimated Annual Savings to Your Firm
$0
Over five years: $0
What this number does not include. The Varium partnership also provides equity participation in Varium itself — a second, independent mechanism that compounds firm value over time. Specific equity economics are reviewed during partnership discussions under mutual NDA, and are intentionally not modeled in this tool.
For illustrative purposes only. This tool compares the cost of operating an internal investment management function against the cost of partnering with Varium, using inputs you provide. It is a business-operations comparison and does not represent investment advice, projected investment performance, or guaranteed savings. The Varium fee shown is an illustrative example; actual partnership economics are documented in the engagement agreement and reviewed during partnership discussions. All inputs remain in your browser and are not transmitted, stored, or shared.