RBC
Negotiation Scale
Average
Size of Deal Scale
Highest
Total
275% to 330%
Upfront Payment
150% to 170%
Backend Payment
155%
Deferred
0% to 25% of T-12
Year 1 Hurdle
85% of Assets
Payout bonus: 30% of incoming production
Year 2 Hurdle
100% of Assets
Payout bonus: 30% of production from incoming T-12
Year 3 Hurdle
115% of Revenue
Payout bonus: 30% from actual T-12
Year 4 Hurdle
130% of Revenue
Payout bonus: 30% of production from actual T-12
Year 5 Hurdle
155% of Revenue
Payout bonus: 25% of production from actual 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.