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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

Rockefeller Capital Management

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.

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