Compensation Structure

Some say we pay too much. We frankly don't care.

We recognize the true value of what a Financial Advisor brings to the table.

Dealer Compensation Comparison Calculator

The Growth Rate combines how much you expect to bring in organically each year with the growth rate of your client's investments as a % of your book of business.

Dealer Compensation Report Calculator

Your Current Book

$75Million
$5Million$500Million
8%
0%25%
10Years
0Years35Years

Make further adjustments

Overview

Current Dealer

/YR

Optimize Platform

/YR

Incremental

/YR

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Succession Payout Calculator

Succession Plan

Your Current Book

$75Million
$5Million$500Million
100%
0%100%
Do you have a Successor in mind?
50%
50%80%

Succession Payout Details

/YR

/YR

/YR

/YR

Send me a Detailed Confidential Succession Payout Report

The Result? Realize and monetize what you have spent your career building.