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| Firm Name | Pershing Advisor Solutions |
| Deal Range | 25% to 115% |
| Upfront Payment | 15% to 55% |
| Year 1 Hurdle | |
| Year 1 Payout Bonus | 5% to 50% |
| Year 2 Hurdle | |
| Year 2 Payout Bonus | 5% to 10% |
| Year 3 Hurdle | |
| Year 3 Payout Bonus | |
| Year 4 Hurdle | |
| Year 4 Payout Bonus | |
| Year 5 Hurdle | |
| Year 5 Payout Bonus |