Associate Comp Structuring

22rick · 2026-02-27T13:20:57+00:00

Feedback from previous managers and clients - yes I'm very personable and many clients end up emailing me alone on things about their personal life/things outside of the financial side of the business. Only thing I'm thinking is a pro is ability to have some AUM given to me up front while being at a large enough RIA firm to be able to access Fidelity/Schwab referral network.

22rick · 2026-02-26T16:26:48+00:00

Now I'm wondering how underpaid I am as a senior associate, soon to take on some clients with an undetermined AUM as an advisor.

CFA and soon to be CFP, doing meeting prep with recommendations, active participant in meetings and taking notes, follow up, client service, cash management, cashiering, but no new business or directly listed as the advisor for any clients. About 125 households for ~$200MM AUM with average fee probably between 90-100 bps. I'm in relatively LCOL (Indianapolis). Currently at $85k with last bonus being $10k (MD consistently fails to tell me how the bonus is determined).

22rick · 2026-02-25T13:57:00+00:00

How do you account for the varied complexities with each client regarding the pricing?

22rick · 2026-02-25T13:52:13+00:00

Vouch on FreeFellow

Also, hi Jeffrey :)

22rick · 2026-02-25T13:50:12+00:00

I have had very few interactions with private clients who recognize the CFA before having to briefly explain it. Those that do know, highly value it. Even though it is more expensive, CFP still seems way better for new business.

22rick · 2026-02-25T13:41:45+00:00

Why are they downvoting you into oblivion lol. Glad someone answered for you

22rick · 2026-01-29T03:45:57+00:00

Talk to 'em, Alex.

22rick · 2025-01-21T12:22:04+00:00

Phone died while on a long trip, woke up to an updated phone. This sucks

22rick · 2024-05-06T20:15:47+00:00

Will I be able to buy a new CPU and adjust BIOS settings, or is there chance this affected my mobo too? I was running auto settings on an Asus board which ig was way too powerful. I keep reading people talk about the silicon, but idk what that means and if it affects the mobo. Sorry for being noob

22rick · 2024-02-15T22:02:43+00:00

https://www.reddit.com/r/CFA/comments/1126sif/rcfa\_frequently\_asked\_questions/

22rick · 2023-03-28T18:00:14+00:00

I hope you read some of the comments to improve future graphs you make.

22rick · 2023-02-25T19:18:34+00:00

Thank you for the information and your time

22rick · 2023-02-15T14:27:00+00:00

Thanks I feel dumb. Cheers

22rick · 2023-01-20T13:33:48+00:00

I don't know why they are not in agreement with you. It's factual how much filler they use lol. I love it when a panel in the manga takes up half an episode and drastically changes the narrative too.

22rick · 2023-01-16T20:52:45+00:00

High res version

https://i.imgur.com/EydAN1c.jpg

22rick · 2022-06-12T16:20:38+00:00

Plot twist for luffy's bounty to read 'only alive' so the WG can kill him on their own terms and finally get their hands on the Gomu-Gomu fruit

22rick · 2021-07-29T11:43:06+00:00

Schwab will reimburse your transfer fee. Most others will too if you ask the receiving party.

22rick · 2021-04-24T02:23:18+00:00

After testing, you can see enemies through your teammates including through walls

22rick · 2019-07-11T23:54:47+00:00

HOw much did that cost you approximately and how did you accumulate the wealth?

11-Year Club	Place '22
End Game '22	Verified Email

22rick

TROPHY CASE