Deal Data

Deal Data provides information to financial advisors who are looking to switch wealth management firms and learning about the recruitment process.  These deals highlight upfront and out year payment percentages firms have offered for profiles similar to yours.

 

Click on a firm name below to view deal structure data.





Firm NameDeal Range
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/axa-advisors-logo.pngAXA Advisors15% - 85%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/ameriprise-financial-logo.jpgAmeriprise290% - 340%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/ameriprise-financial-indy-logo.jpgAmeriprise Financial20% - 60%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/barclays-logo.pngBarclays275% - 300%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/cambridge-logo.pngCambridge Investments15% - 90%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/cantor-fitzgerald-logo.pngCantor Fitzgerald225% - 255%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/cetera-logo.pngCetera Financial Group25% - 95%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/commonwealth-logo.pngCommonwealth35% - 90%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/credit-suisse-logo.pngCredit Suisse225% - 275%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/10/deutsche-bank-logo.pngDeutsche Bank245% - 295%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/dynast-financial-partners-logo.pngDynasty Financial Partners50% - 100%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/focus-financial-partners-lofo.pngFocus Financial50% - 125%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/hightower-logo.pngHighTower80% - 200%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/hilliard-lyons-logo.pngHilliard Lyons120% - 150%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/ing-logo.pngING Financial Services15% - 120%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/jp-morgan-logo.pngJP Morgan175% - 200%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/janney-logo.pngJanney115% - 165%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/lpl-logo.pngLPL Financial15% - 95%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/merrill-lynch-logo.pngMerrill Lynch280% to 315%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/morgan-stanley-logo.pngMorgan Stanley230%-330%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/oppenheimer-logo.pngOppenheimer65% - 115%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/pershing-logo.pngPershing Advisor Solutions25% to 115%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/baird-logo.pngR.W. Baird135% - 195%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/rbc-logo.pngRBC230% - 270%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/raymond-james-logo.pngRaymond James & Associates115% - 185%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/raymond-james-financial-logo.pngRaymond James Financial20% - 60%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/sii-investments-logo.pngSII Investments15% - 50%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/securities-america-logo.pngSecurities America15% - 75%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/sterne-agee-logo.pngSterne Agee75% -150%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/steward-partners-logo.pngSteward Partners110% - 200%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/stifel-logo.pngStifel Nicolaus50% - 150%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/summit-brokerage-logo.pngSummit Financial15% - 55%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/ubs-logo.pngUBS285% - 315%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/waddell-reed-logo.pngWaddell & Reed80% - 125%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/wells-fargo-logo.pngWells Fargo255% - 290%
http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/wells-fargo-finet-logo.pngWells Fargo Finet25% - 125%


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