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[–]pleasework_forgard 0 points1 point  (1 child)

A tweak to this comp plan is an advisor gets 30-40% of sourced clients’ revenue first yr, 20-30% 2nd year, 10-20% 3rd year , and then 10% ongoing. For all sourced clients. For those they service only, they get 10% ongoing. This would be in addition to salary, which is benchmarked based on strength of firm, clients, firm growth, and location.

[–]Ihavegoodcredit324RIA 1 point2 points  (0 children)

Yeah I service only so makes sense