I need an Excel ss with formulas for analysing my business data

I run a financial advice business and need to analyse profitability of my client base in preparation for a partial sale of the business. Simple Excel spreadsheet attached showing required headers, but each client will have multiple investments listed. I need to be able to produce a total per client and then to choose whether each client is included or excluded from the grand total. The client age bands required are 20 & under, then 21-30, 31-40 and so on with the last group being 81+. The value x % fee rate gives the annual fee.