At a Glance

Steward Partners Global Advisory welcomes you to explore our full-service independent partnership. Our firm is geographically focused in the Mid-Atlantic and Northeast regions. We are headquartered in Washington, DC. with offices in Albany, NY, New York, NY, Boston, MA, Andover, MA, Portsmouth, NH, Manchester, NH, Keene, NH, Clearwater, FL and Bethesda, MD.

Steward Partners

Recruit Deal

75% to 225%

Upfront payment: up to 100% cash and up to 100% in equity

Total 200% all upfront.

1. A succession plan deal could be less in cash + equity. Books/practices under $1M for candidates looking to retire are looked at.
 
2. Premiums are still offered an additional 25% in equity for first adopters in new markets (100% cash + up to 125% equity)

Comp/Payout

Advisor Compensation Grid
Production Cash Earnings
Any 50%