For wirehouse advisors
You built the book. Why does the wirehouse keep most of it?
Your clients follow you, not the logo. See what a 90% payout, transition capital and converting your annuities to advisory could mean for you, in two minutes.
Free2 minutesConfidential
This is a free estimate tool for wirehouse advisors. You get a headline number right away; add your contact details to unlock the full breakdown and book a confidential call. The 90% figure is an illustrative payout assumption, not an offer.
“Your clients hired you. The wirehouse just takes the cut.”
You produce. The firm decides what you keep.
We hear the same frustrations from wirehouse advisors again and again, and most of them are fixable.
- Your grid changes every year, and never in your favor.More hurdles, more clawbacks, the same or less take-home.
- Your clients are loyal to you, not the brand.They'd follow you. You just haven't seen what that's worth.
- The product shelf decides what you can recommend.Your advice is limited to what the firm wants on the shelf.
- Deferred comp is the only thing keeping you there.Golden handcuffs aren't a career plan.
- Recruiters call with numbers nobody explains.You want the math, not a pitch.
Every year at your current payout is money you don't get back.
Put your payout next to 90% on your trailing-12 production. Most wirehouse advisors have never seen that difference in dollars.
Run my numbersWe're on your side of the table.
We work with a network of independent firms, RIAs and hybrid platforms. Our job is to find the one that fits your book, your clients and how you want to run your practice.
We're not recruiters for one firm. We compare options side by side so you can see which one fits, before anyone asks you to sign.
Independent BD
Higher payout with a familiar brokerage structure.
RIA
Fee-based, fiduciary, full ownership of the client relationship.
Hybrid
Advisory through an RIA, commission business through a BD.
Same clients. Different deal.
| Topic | At a wirehouse | Going independent |
|---|---|---|
| Payout | Set by the firm's grid | 90% illustrative payout |
| Product shelf | Firm-approved list | Open architecture |
| Your brand | The firm's | Yours |
| Transition capital | Retention bonuses, deferred comp | Often offered to move |
| Who decides | Home office | You |
Two minutes. No login.
Enter your production and assets. See your payout gap instantly.
See your payout gap.
Your payout next to 90% per year and over five years, plus transition assistance and annuity conversion.
One confidential call.
We review your real book and tell you which firms make sense, if any. No obligation.
(04) Your estimate
Find out what you're leaving on the table.
Round numbers are fine. Your headline number appears instantly. Add your details to unlock the full breakdown.
- Payout vs. 90% Instant
- Transition assistance range Instant
- Annuity conversion headline Instant
- Full breakdown Unlocked
- Confidential call Optional
Estimates only, based on your inputs and standard assumptions. Not an offer or a guarantee of terms.
What advisors ask us first.
Is this an offer?
No. Every figure is an estimate based on your inputs and standard assumptions. Actual terms depend on a full review of your book.
Where does 90% come from?
It is an illustrative payout assumption used for this estimate, not an offer. Your actual payout depends on the firm you choose and the final agreement.
Who do you work with?
A network of independent broker-dealers, RIAs and hybrid platforms. We look for the fit for your book; we don't push one firm.
What happens to my deferred comp?
It depends on your agreements. We walk through it on the call so you see the full trade-off, not just the upside.
What is transition assistance?
Upfront capital paid to help you move your practice, typically structured as a forgivable note. Amounts and terms vary by firm and by book.
Why convert annuities to advisory?
Advisory annuities let you bill your advisory fee on those assets, which adds recurring fee revenue and advisory AUM instead of one-time commissions. Conversions are not right for every client and must be suitable for each one.
Who sees my information?
Only our team and, with your permission, the firm you choose to talk to. See our privacy policy.
Find out what you're worth before your next comp plan decides for you.
All figures are hypothetical estimates generated from the information you enter and general assumptions. They are not an offer, commitment, or guarantee of transition assistance, payout, compensation, practice value, or any other terms. Actual terms depend on a full review of your practice and are subject to the receiving firm's approval. Annuity conversion figures are illustrative; any change to a client's annuity must be in that client's best interest. Comparisons describe typical arrangements in general terms, not any specific firm. This site does not provide investment, tax, or legal advice.