Oppenheimer

Recruit Deal

70% to 120%

Upfront payment: 25% to 75%

Year 1: Hurdle – 60% of assets

Payout bonus: 20% of production

Year 2: Hurdle – 90% of assets and revenue

Payout bonus: 20% of production

Comp/Payout

Advisor Compensation Grid
Grid-Eligible Gross Revenue Payout Rate
From To
$ – $100,000 25%
$100,000 $125,000 28%
$125,000 $150,000 33%
$150,000 $175,000 35%
$175,000 $225,000 37.5% Retro
$225,000 $275,000 41%
$275,000 $325,000 42% Retro
$325,000 $400,000 43%
$400,000 $500,000 45% Retro to 45%
$500,000 $850,000 48%
$850,000 Greater 50%
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