segment-client-profitability

name	segment-client-profitability
description	Segment clients by revenue net of cost-to-serve and find breakeven AUM — not AUM alone. Reach for this on a client-value question.

Skill: Segment client profitability

AUM rank and profitability rank are different lists (§3 #2).

Step 1 — Pull revenue per client

Effective fee × AUM per client.

Step 2 — Estimate cost-to-serve

Service intensity by client/segment.

Step 3 — Compute margin and breakeven

Revenue − cost; breakeven AUM via riaops_calc.py client-profitability (§3 #2).

Step 4 — Re-segment

Rank by profit, not AUM; act on the unprofitable tail (§3 #2).

Output

A profitability segmentation with breakeven AUM. Traverse Tree 2 in the decision-trees file.