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| Firm Name | LPL Financial |
| Deal Range | 15% - 95% |
| Upfront Payment | 10% to 55% |
| Year 1 Hurdle | 50% of assets and revenue |
| Year 1 Payout Bonus | 5% to 40% of production |
| Year 2 Hurdle | |
| Year 2 Payout Bonus | |
| Year 3 Hurdle | |
| Year 3 Payout Bonus | |
| Year 4 Hurdle | |
| Year 4 Payout Bonus | |
| Year 5 Hurdle | |
| Year 5 Payout Bonus |