Payout Grids

Company Mutual Funds % Stocks % Bonds % Annuities % Insurance % Alternatives % Rep-MGD % Firm-MGD % Outside-MGD %
1st Portfolio Wealth Advisors -- -- -- -- -- -- -- -- --
American Portfolios Financial Services 90 90 90 90 90 90 90 90
Ameriprise Financial -- -- -- -- -- -- -- -- --
Ameritas Investment 50-90 50-90 50-90 50-90 50-90 50-90 50-90 50-90 50-90
AXA Advisors 50-80% 50-80% 50-80% 50-80% 50-80% 50-80% 50-80% 50-80% 50-80%
Berthel Fisher Financial Services 70-90% 70-90% 70-90% 70-90% 70-90% 70-90% 70-90% 70-90% 70-90%
Broker Financial Services -- -- -- -- -- -- -- -- --
Cadaret, Grant 90 87 87 90 92 87 95 90 90
Cambridge Investment Research Up to 95+ Up to 90 Up to 90 Up to 93 Up to 100 Up to 93 Up to 100 Up to 100 Up to 95
Centaurus Financial up to 92% up to 92% up to 92% up to 92% up to 92% up to 92% up to 92% n/a up to 92%
Cetera Advisor Networks Up to 90% Up to 82% -- Up to 90% Up to 95% -- -- -- --
Cetera Advisors Up to 92% Up to 85% -- Up to 92% Up to 92% -- -- -- --
Cetera Financial Institutions Up to 92% Up to 90% -- Up to 95% Up to 95% -- -- -- --
Cetera Financial Specialists Up to 90% Up to 90% -- Up to 90% Up to 90% -- -- -- --
Commonwealth Financial Network Up to 95% Up to 95% Up to 95% Up to 95% Up to 100% Up to 95% Up to 100% Up to 100% Up to 100%
Crown Capital Securities 85 - 92 70 - 85 70 - 85 85 - 92 85 - 92 85 - 92 85 - 92 n/a 85 - 92
CUNA Brokerage Services 20% - 42% 20% - 42% 20% - 42% 20% - 42% 20% - 42% 20% - 42% 20% - 42% 20% - 42% 20% - 42%
CUSO Financial Services, LP & Ssorrento Pacific Financial 90-94 70-2 70-92 90-94 90-94 90-94 -- 90-94 --
First Allied Securities Up to 95% Up to 95% -- Up to 95% Up to 100% -- -- -- --
Founders Financial Securities 80-90 80-90 80-90 80-90 80-90 80-90 80-90 100 80-90
FSC Securities 90-95 80-85 80-85 90-95 90-95 90-95 90-98 90-98 90-98
Geneos Wealth Management 93 93 93 93 95 93 95 95 95
H. Beck up to 95% up to 85% up to 85% up to 95% up to 100% up to 95% up to 95% up to 95% up to 95%
Harbour Investments 70-92 70-92 70-92 70-92 100 70-92 70-92 70-92 85-95
HD Vest Financial Services 0-90 0-85 0-85 0-90 0-90 0-90 0-90 0-90 0-90
Hornor, Townsend & Kent 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 40 to 80 -- 40 to 80
Independent Financial Group 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92
INVEST Financial 89-95 79-85 79-85 89-95 89-95 89-95 89-95 N/A 89-95
Investacorp 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92 85-92
Investment Centers of America 75-92 75-85 75-85 75-92 75-92 75-92 75-92 -- 75-92
Investors Capital up to 92% up to 92% -- up to 92% up to 92% -- -- -- --
J.P. Turner 85-90 85-90 -- 85-90 85-90 -- -- -- --
J.W. Cole Financial 15 1 1 29 13 7 20 14
KMS Financial Services 50 - 95 50 - 95 50 - 95 50 - 95 50 - 95 47 - 92 50 - 95 50 - 95 50 - 95
Kovack Securities 90 90 90 90 90 90 90 90 90
Larson Financial 50 50 50 50 50 50 50 50 50
LaSalle St. Securities 85-91 85-91 85-91 85-91 85-91 85-91 85-91 85-91 85-91
Legend Group 79 79 -- 82 82 -- -- -- --
Lincoln Financial Network
LPL Financial 90-98% 77-91% 77-91% 90-98% 90-98% 90-98% 90-98% N/A 90-98%
M Holdings Securities 95 95 95 95 97 95 95 95 95
MML Investors Services 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5 40-82.5
National Planning 90-95 80-85 80-85 90-95 90-95 90-95 90-95 90-95 90-95
NEXT Financial Group 90 85 85 90 90 85 90 -- 90
NFP Advisor Services 65%-95% 65%-95% 65%-95% 65%-95% 96% 65%-95% 65%-95% 65%-95% 65%-95%
Northwestern Mutual 35-90 35-90 35-90 .5-2.5 varies varies 35-90 35-90 35-90
O.N.Equity Sales 75-92 75-92 75-92 75-100 100 75-92 75-92 75-92 75-92
PlanMember Securities up to 92% up to 92% up to 92% up to 92% 100% up to 92% up to 92% up to 92% up to 92%
Princor Financial Services 45-85 45-85 45-85 Varies -- 45-85 45-85 -- 45-85
ProEquities -- -- -- -- -- -- -- -- --
Prospera Financial Services 12 9 8 17 3 8 30 13
Questar Capital 90 90 90 90 90 90 90 90 90
Raymond James Financial Services 90-96 80-86 80-96 90-96 90-96 80-96 85-100 85-96 80-96
Royal Alliance Associates 90-95 80-85 80-85 90-95 90-95 90-95 90-98 90-98 90-98
SagePoint Financial 90-95 90-95 80-85 80-85 90-95 90-95 90-98 90-98 90-98
Securian Financial Services up to 95% up to 95% up to 95% up to 95% up to 93% -- up to 95% up to 95% up to 95%
Securities America Up to 95 Up to 95 Up to 95 Up to 95 100 Up to 95 Up to 95 N/A Up to 95
Securities Management & Research 55-90% 55-90% 55-90% 55-90% 55-90% 55-90% 55-90% 55-90% 55-90%
Securities Service Network 94-100% 94-100% 94-100% 94-100% 94-100% 85% 94-100% 94-100% 94-100%
Signator Investors 40-93 40-93 40-93 40-93 40-93 40-93 na na 40-93
SII Investments 89-95 79-85 79-85 89-95 89-95 89-95 89-95 89-95 89-95
Summit Brokerage Services 80-95 80-95 -- 80-100 80-100 -- -- -- --
The Investment Center 90 85 85 90 100 90 90 90 90
Transamerica Financial Advisors -- -- -- -- -- -- -- -- --
Triad Advisors 85-92% 80-85% 80-85% 85-92% 85-92% 85-92% 90-100% N.A 90-100%
United Planners Financial Services 90+% 90+% 90+% 90+% 90+% 90+% 90+% 90+% 90+%
Voya Financial Advisors 1 Avg 89% Avg 89% Avg 89% Avg 89% Avg 89% Avg 89% Avg 89% Avg 89% Avg 89%
VSR Financial Service 80-92 80-90 -- 80-92 80-92 -- -- -- --
Waddell & Reed Financial Advisors 45%-82% 45%-57% 45%-82% 45%-82% 45%-82% 45%-82% 45%-82% 45%-82%
Wells Fargo Advisors Financial Network -- -- -- -- -- -- -- -- --
Woodbury Financial Services 85-95 85-95 85-95 85-95 85-95 85-95 85-95 85-95 85-95
1 Formerly ING Financial Partners
-- Does not apply
11 Creative Ways Advisors Have Changed Their Fees
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