Morgan Stanley
Negotiation Scale
High
Size of Deal Scale
Average
Total
325% – 355%
Upfront Payment
150% to 175% of T-12
Backend Payment
175% to 180% of T-12
Deferred
Fully Matched
6 Month
Early Asset Award: 75% of assets
Payout bonus: 50% of production
Year 1 Hurdle
85% of Assets
Payout bonus: 45% of production
Year 2 Hurdle
100% of Assets
Payout bonus: 25% of production from incoming T-12
Year 3 Hurdle
115% of Assets or Revenue
Payout bonus: 20% of production from incoming T-12
Year 4 Hurdle
125% of Assets or Revenue
Payout bonus: 20% of production from incoming T-12
Year 5 Hurdle
155% of Assets or Revenue
Payout bonus: 20% of production from incoming T-12
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.