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

Current Compensation

Results

Current Dealer Optimize Platform
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Do you have a Successor in mind?

Results

Purchase Price Paid To You
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Annual Payments Received By Your Successor
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The Result? Realize and monetize what you have spent your career building.