Steward Partners

Recruit Deal

75% to 225%

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