Every rate published. Every dollar accounted for.
Your payout starts at 82.5% and climbs to 97.5% as your fees grow. No platform fees, no minimums. Here is the whole grid, how it works, and a calculator that shows its math.
The grid
The grid is progressive, like tax brackets. Each rate applies only to the fees inside its own tier, based on your annual gross advisory fees. Reaching a higher tier never changes the rate on fees you have already earned.
| Annual gross fees | You keep | Firm retains |
|---|---|---|
| First $25,000 | 83% | 18% |
| $25,000 to $50,000 | 85% | 15% |
| $50,000 to $100,000 | 88% | 13% |
| $100,000 to $500,000 | 90% | 10% |
| $500,000 to $1,000,000 | 93% | 7% |
| $1,000,000 and above | 98% | 3% |
Draft rates pending final approval. The firm covers licenses and approved expenses out of its retained share.
A worked example: $600,000 in annual fees
Your fees fall in 5 tiers, so your payout is 89.7% overall, not a single grid rate. Each rate applies only to the fees inside its own tier, and the pieces add up to $538,125.
| Grid tier | Your fees in this tier | Rate | Your payout |
|---|---|---|---|
| First $25,000 | $25,000 | 82.5% | $20,625 |
| $25,000 to $50,000 | $25,000 | 85.0% | $21,250 |
| $50,000 to $100,000 | $50,000 | 87.5% | $43,750 |
| $100,000 to $500,000 | $400,000 | 90.0% | $360,000 |
| $500,000 to $1,000,000 | $100,000 | 92.5% | $92,500 |
| Total | $600,000 | 89.7% | $538,125 |
Calculate your payout
Enter your assets and fee, or your annual fees if you know them. You will see your payout, your effective rate, what the firm retains, and each tier's piece of the math. You can also compare against what you take home today, using your own numbers.
Every additional dollar of fees pays you 92.5%. Add $400,000 in annual fees and the fees above $1,000,000 pay 97.5%. Nothing you have already earned changes rate.
How we calculated your payout
Your fees fall in 5 tiers, so your payout is 89.7% overall, not a single grid rate. Each rate applies only to the fees inside its own tier, and the pieces add up to $538,125.
| Grid tier | Your fees in this tier | Rate | Your payout |
|---|---|---|---|
| First $25,000 | $25,000 | 82.5% | $20,625 |
| $25,000 to $50,000 | $25,000 | 85.0% | $21,250 |
| $50,000 to $100,000 | $50,000 | 87.5% | $43,750 |
| $100,000 to $500,000 | $400,000 | 90.0% | $360,000 |
| $500,000 to $1,000,000 | $100,000 | 92.5% | $92,500 |
| Total | $600,000 | 89.7% | $538,125 |
Illustrative only. Calculated from the payout grid on this page, which is a draft until finalized, on the annual gross advisory fees you enter. It is not a guarantee of earnings. Take-home is before your own business expenses, staff, and taxes. Fees are the advisory fees collected, and payouts are calculated year to date, so the rate on your next dollar depends on the fees you have already earned that year.
Worked examples
The same grid at common fee levels, so you can check the math without the calculator.
| Annual gross fees | You keep | Effective rate | Per month | The firm retains | Tiers used |
|---|---|---|---|---|---|
| $25,000 | $20,625 | 82.5% | $1,719 | $4,375 (17.5%) | 82.5% |
| $50,000 | $41,875 | 83.8% | $3,490 | $8,125 (16.3%) | 82.5%, 85% |
| $100,000 | $85,625 | 85.6% | $7,135 | $14,375 (14.4%) | 82.5%, 85%, 87.5% |
| $250,000 | $220,625 | 88.3% | $18,385 | $29,375 (11.8%) | 82.5%, 85%, 87.5%, 90% |
| $500,000 | $445,625 | 89.1% | $37,135 | $54,375 (10.9%) | 82.5%, 85%, 87.5%, 90% |
| $750,000 | $676,875 | 90.3% | $56,406 | $73,125 (9.8%) | 82.5%, 85%, 87.5%, 90%, 92.5% |
| $1,000,000 | $908,125 | 90.8% | $75,677 | $91,875 (9.2%) | 82.5%, 85%, 87.5%, 90%, 92.5% |
| $2,000,000 | $1,883,125 | 94.2% | $156,927 | $116,875 (5.8%) | 82.5%, 85%, 87.5%, 90%, 92.5%, 97.5% |
| $5,000,000 | $4,808,125 | 96.2% | $400,677 | $191,875 (3.8%) | 82.5%, 85%, 87.5%, 90%, 92.5%, 97.5% |
Nothing hidden
The whole grid is public
Every rate and every threshold is on this page. There is no private grid, no negotiated schedule, and nothing that changes by who you are.
No platform fee, no minimums
The percentage the firm retains is the only cost of working here. There is no monthly technology or platform charge and no minimum production.
Licenses and approved expenses covered
The firm pays for licenses and approved business expenses. You submit each one with a receipt through your portal, and see it approved and paid there.
Every calculation shown
Your portal statement lists each month’s fees, your payout, the firm’s share, and exactly how the month was split across tiers.
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