Deal Data That Fits Your Profile (Tier 2)

These deals highlight upfront and out year payment percentages firms have offered for profiles similar to yours.  Check back often for updated deal data.

Deal Data provided by AdvisorHUB





Firm NameUpfrontYear 1Year 2Year 3Year 4Year 5Total %
AXA Advisors15101035
Ameriprise10060403020250
Ameriprise Financial 202040
Barclays15050505050350
Cambridge Investments25151050
Cantor Fitzgerald Wealth Partners1505050250
Cetera Financial Group25151050
Credit Suisse12025502525245
Deutsche Bank120505025245
Dynasty351045
FINET502575
Focus451560
Focus452065
HighTower8585170
Hilliard Lyons9525151515165
JP Morgan1452525195
Janney100151515145
LPL252550
Merrill Lynch1305040302015285
Morgan Stanley1204035354040310
Oppenheimer602020100
Pershing Advisor Solutions25251060
R.W. Baird10025252520195
RBC1303025252525260
Raymond James & Associates12025252525220
Raymond James Financial202040
SII Investments15101035
Securities America15101035
Stifel1001525251010185
Summit Financial15101035
UBS13050505015295
Waddell and Reed602020100
Wells Fargo1302535353515275


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