Payouts and Fees

Let's face it. This is the page everyone clicks on first.

Payout Grid

Our payout grid, topping out at 97%, is as competitive and advisor-friendly as it gets.

Recruiting Grid

Instead of a one-time referral fee, we pay a recurring basis point fee to you—forever.

Fees

We maintain a simple fee structure with transparent vendor pricing, technology costs, compliance expenses.

Compensation Support

Our dedicated compensation team works tirelessly to answer advisor questions and resolve issues as quickly as possible. We’re on your team.

Gloria Hicks

Manager, Accounting

Ken Nguyen

Associate, New Accounts and Compensation

David Soule

Associate, Advisor Compensation

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