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Select the right younger investors to increase profitability:
Not all young investors are the same. Fidelity analysis shows that an individual's savings rate and service level are the two biggest factors in helping to determine the long-term value a client may bring to your firm—and sometimes clients with higher assets or income levels aren't the most valuable to your business over time.
Use the Lifetime Value Calculator to understand how potential behaviors can help you determine when a potential client, of any age, may deliver a positive return on investment.
Client Lifetime Value Summary
Meeting the Needs of Young Investors
Assess Your Firm's Alignment to Younger Investors' Priorities.Take the Assessment
- The Client Lifetime Value Calculator takes your or your client's inputs and calculates an outcome that represents the potential long-term future value of a client. Total Revenue, Total Profit, when a client may become Profitable, and Internal Rate of Return (IRR) estimates are based on assumed rates of growth (savings rate), over an assumed period of time (age and mortality tables), and data from the Client Insights Tool (aggregated cost to serve and fee schedules). The calculation does not factor in potential acquisition costs for new clients. The Client Lifetime Value Calculator is for illustrative purposes only. The projections or any other information generated by our methodology regarding the likelihood of the various outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. The projections may have certain inherent limitations since they do not reflect the actual impact that material economic and market factors might have on young investors or their own ability to save and invest.
- Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.