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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

RBC

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.

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