Skip to content Skip to footer

UBS

Negotiation Scale

Fair

Size of Deal Scale

Average

Total

250% to 300%

Upfront Payment

150% to 175%

Backend Payment

100% to 125%

Deferred

Negotiable, upwards of 25% of T-12

UBS

Year 3 Hurdle

90% of Assets or Revenue
Payout bonus: 20% 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.

Brokerchalk © 2024. All rights reserved.