The Actual Payout Independent Advisors Take Home
Most advisors get excited about a high top-line payout number when exploring the independent space, but that number rarely reflects what actually lands in your pocket.
In this video, I break down the real cost structure independent advisors face, using a $1M producer with $100M in assets as the example.
• Top-line payout ranges and why they’re misleading
• Platform fees and how firms use them to hide costs
• Affiliation fees
• Ticket charges and how they vary by trading activity
• What actually determines your true net payout
If you’re considering a move to the independent space, this breakdown will help you compare firms accurately instead of chasing headline numbers.
I hope this helps. Thanks for watching!
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Corey Walen, Managing Partner
Bridgemark Strategies
