Deal Data That Fits Your Profile (Tier 3)

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 Advisors55515
Ameriprise8060403020230
Ameriprise Financial 101020
Barclays12550505050325
Cambridge Investments55515
Cantor Fitzgerald Wealth Partners1255050225
Cetera Financial Group55515
Credit Suisse10025502525225
Deutsche Bank100505025225
Dynasty2525
FINET2525
Focus15015
HighTower7070140
Hilliard Lyons7025151515140
ING Financial Services55515
JP Morgan1252525175
Janney80151515125
LPL5510
Merrill Lynch1005040302015255
Morgan Stanley1002025253030230
Oppenheimer40202080
Pershing Advisor Solutions105520
R.W. Baird7525152520160
RBC1203025252525250
Raymond James & Associates10025252525200
Raymond James Financial101020
SII Investments55515
Securities America55515
Stifel701525251010155
Summit Financial55515
UBS12050505015285
Waddell and Reed40202080
Wells Fargo1102535353515255


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