Value per Mutual Fund Lead or Conversion

Assumptions in this Analysis

  • Household average Profortio¬†size is $103,000
  • To be conservative, we are assuming you will ONLY convert half of the portfolio.
  • We are assuming A-Share
  • Industry average gross margin of 60%
  • The investment will only be kept for 3.2 years (We believe this to be conservative.)


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