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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.

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