Comp/Payout

Advisor Compensation Grid
Payout grid rate
TOTAL GDC LOS* <6 LOS 6-9 LOS 10+ Financial Planning bonus opportunity Production bonus Maximum payout opportunity
$0 32% 28%** 25%** 1-3% 0% 35%
$145,000 32% 32% 25%** 1-3% 0% 35%
$220,000 33% 33% 33% 1-3% 0% 36%
$270,000 37% 37% 37% 1-3% 0% 40%
$295,000 38% 38% 38% 1-3% 0% 41%
$335,000 38% 38% 38% 1-3% 3.0% 44%
$385,000 39% 39% 39% 1-3% 3.0% 45%
$435,000 40% 40% 40% 1-3% 3.5% 46.5%
$485,000 41% 41% 41% 1-3% 4.0% 48%
$585,000 42% 42% 42% 1-3% 4.0% 49%
$690,000 43% 43% 43% 1-3% 4.5% 50.5%
$790,000 44% 44% 44% 1-3% 4.5% 51.5%
$890,000 45% 45% 45% 1-3% 4.5% 52.5%
$990,000 46% 46% 46% 1-3% 4.5% 53.5%
$1,090,000 47% 47% 47% 1-3% 5.0% 55%
$1,490,000 47% 47% 47% 1-3% 6.0% 56%
$1,990,000 47% 47% 47% 1-3% 7.0% 57%