Janney
Total
165% to 220%
Upfront Payment
115% to 155%
Year 1 Hurdle
75% of Assets and 75% of Revenue
Payout bonus: 5% of actual production
Year 2 Hurdle
100% of Assets and 110% of Revenue
Payout bonus: 10% to 15% of actual production
Years 3-4 Hurdle
100% of Assets and 125% of Revenue
Payout bonus: 15% to 25% of actual production
BrokerChalk makes every effort to update this information in a timely fashion but cannot guarantee its accuracy. Advisors are encouraged to undertake their own due diligence or to speak to a BrokerChalk Match consultant.