How is Projected Client Revenue calculated?

The Projected Client Revenue is an estimate of RIA revenue that could result from a lead’s conversion to client calculated by Catchlight using mathematical formulas, leveraging a combination of purchased, proprietary, and publicly available data. Revenue is calculated for each year from current age to life expectancy (max age 88), and then aggregated. The Projected Client Revenue calculation considers a leads’ Catchlight derived investable assets, income, age, savings rates along with other assumptions. Assumptions include static advisor fee schedule and no income after retirement. No tax impact is taken into account. The client default values may be used to supplement data-driven estimates for income, investable assets, and savings rates in cases where this information is missing for the leads.