Potential Revenue Rate represents the fee as a percentage that you as the Adviser would charge your clients on all their assets not currently managed by you. To change your Potential Revenue Rate, navigate to Settings > Assumptions > Potential Revenue Rate. The default Potential Revenue Rate is 2%.
The Potential AUM Fees are then calculated by multiplying your specified Potential Revenue Rate by the aggregated Held Away Assets of all your clients. Held Away Assets are assets (excluding Checking Accounts, Savings Accounts, and CDs) that are not managed by your chosen custodian.
Note: In order to classify which custodian manages your assets please contact us at firstname.lastname@example.org 1 (844) 223-8497.