Compensation Comparison

Wealthbrook's Fee-Based Advantage

Please input your unique data in the required fields, so as to determine the effect of Wealthbrook's compensation model on your payout, while maintaining current client fees in advisor managed wrap accounts.

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“It’s not what you make, it’s what you keep that matters”
Using the metrics that you provided above and applying Wealthbrook's compensation model, the result is a net pay increase per account of:
Furthermore, the augmentation of grid payout offered by Wealthbrook's concierge affiliation model would result in the following increase to your yearly net income:
Bear in mind, that this increase in yearly production is attained without ANY increase to your clients’ fees. It is also important to note that within the 65% compensation model, Wealthbrook provides OSJ services to help manage compliance for your practice as well as fully furnished office space.

Current BD Metrics

Wealthbrook Metrics

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