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Premium Compensation

We recognize the true value of what a Financial Advisor brings to the table. Realize and monetize what you have spent your career building.

Our Top Dollar Payment Structure

We are happy to pay top dollar where others scrutinize or ‘nickel and dime’. We know just how hard you have worked to build your business and your book of clients over the years. We know better than the rest, just how invaluable your relationships are and how much future potential there is within your practice. As such, we are only too happy to put our money where our mouth is and will move as quickly as you need us to.

Key Compensation Components:

Transition Bonus: 2% of Assets

Annual Payments: 1% of Assets, paid monthly

Succession Payout: 5% of Assets

Dealer Fees: $0

Succession Planning Options

You may opt to receive your Succession Payout by way of any of the below options:
# of Years to Retirement Succession Payout Transition Bonus Total (excluding Trailers)
1
2.5%
2%
4.5%
2
2.5%
2%
4.5%
3
3%
2%
5%
4
4%
2%
6%
5 or more
5%
2%
7%

The Result? Get the compensation you deserve, with the flexibility you desire.