Raymond James & Associates
Negotiation Scale
Low
Size of Deal Scale
Lowest
Total
200%
Upfront Payment
100% to 125%
Backend Payment
75% to 100%
Year 1 Hurdle
50% of Assets or Revenue
Payout bonus: 30% of production
Year 2 Hurdle
100% of Assets or Revenue
Payout bonus: 25% of production
Year 3 Hurdle
115% of Assets or Revenue
Payout bonus: 25% of production
Year 4 Hurdle
125% of Assets or Revenue
Payout bonus: 20% of 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.