Rockefeller Capital Management
Total
250% to 275%
Upfront Payment
150% to 175%
Backend Payment
100% to 125%
Deferred
Negotiable, upwards of 25% of T-12
Year 3 Hurdle
110% of Revenue
Payout bonus: 30% of production from incoming T-12
Year 5 Hurdle
125% of Revenue
Payout bonus: 30% of production from incoming T-12
Year 7 Hurdle
150% of Revenue
Payout bonus: 30% 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.