High payout model

Unlike firms with an employee-based model in which the grid pays a high of 50%, and the dealer covers a portion of your expenses, we put those dollars in your hands so you can allocate the funds where you see fit – and determine the most appropriate expenses for your unique business.

Our compensation program allows advisors to serve clients without conflict of interest due to ticket size or undue influence from proprietary products. Highlights of the program include:

  • The opportunity for advisors to select products and programs they require
  • Higher “net” compensation compared to employee models
  • Greater opportunity for income splitting
  • More flexibility to build and manage your practice
  • Attractive financial transition packages
  • Recognition that advisors own their book and client records