Transition Assistance Estimator

Estimate what your recruiting package could look like based on your practice profile.

1 Transition Profile ⌄

▥ Current Affiliation i

◎ Desired Affiliation i

◔ Assets Under Management i

$ GDC / Annual Revenue i

2 Business Mix ⌄

▥ Advisory Revenue % i

⟳ Recurring Revenue % i

◔ Group Retirement % i

◇ Not Portable % i

3 Estimate Method ⌄

Estimates are based on common recruiting package ranges and may vary by firm, underwriting, payout structure, and deal terms.

Estimated Transition Assistance

Low Estimate

$0

Mid Estimate

$0

High Estimate

$0

Implied Offer Range

0 bps

of AUM

0%

of GDC

AUM-Based Estimate Based on assets under management

Low

$0

0.0% of AUM

Mid

$0

0.0% of AUM

High

$0

0.0% of AUM

GDC-Based Estimate Based on trailing 12-month GDC

Low

$0

0.0% of GDC

Mid

$0

0.0% of GDC

High

$0

0.0% of GDC

Key TA Drivers

↗

Higher recurring revenue typically supports stronger offers

◎

Channel change can materially impact TA ranges

◇

Advisory-heavy books often receive better economics

▣

Firm underwriting and payout structure affect final terms

These estimates are for illustrative purposes only and are not a guarantee of any future offer. Actual transition assistance offers may vary based on firm underwriting, payout structure, revenue quality, product mix, portability, compliance review, retention assumptions, and deal terms.