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| Firm Name | Ameriprise Financial |
| Deal Range | 20% - 60% |
| Upfront Payment | 10% to 30% |
| Year 1 Hurdle | 65% of assets and revenue |
| Year 1 Payout Bonus | 10% to 30% of production |
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| Year 2 Payout Bonus | |
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| Year 3 Payout Bonus | |
| Year 4 Hurdle | |
| Year 4 Payout Bonus | |
| Year 5 Hurdle | |
| Year 5 Payout Bonus | |
