Trust, Fiduciary, and Custody Activities vs Portfolio Management
Side-by-side revenue comparison of these two business types.
| Metric | Trust, Fiduciary, | Portfolio Management |
|---|---|---|
| Average Revenue | $6.7M | $15.3M |
| Profit Margin | 15.0% | 15.0% |
| Est. Owner Income | $1.0M | $2.3M |
| Revenue / Employee | $368K | $1.0M |
| Labor Cost % | 30.0% | 30.0% |
| Total Businesses | 1,982 | 24,024 |
| Startup Cost (Low) | $50K | $50K |
| Startup Cost (High) | $250K | $250K |
| 5-Year Survival Rate | 50.0% | 50.0% |
| YoY Growth | 5.0% | 5.0% |
| Avg Employee Wage | $133K | N/A |