Merrill Lynch

For the 18th consecutive year (2006-2023), Merrill had the most advisors featured on Barron’s “Top 100 Women Advisors” list (Published on June 16, 2023. Rankings based on data as of March 31, 2023.).

Negotiation Scale
High
Size of Deal Scale
Average
Total
275% to 325%
Upfront Payment
150% to 175% of T-12
Backend Payment
125% to 170% of T-12
Deferred
Negotiable, upwards of 25% of T-12
6 Month

Early Asset Award: 75% of assets

Payout bonus: 25% of production

Year 1 Hurdle

85% of Assets

Payout bonus: 50% of production

Year 2 Hurdle

100% of Assets or Revenue

Payout bonus: 25% of production from incoming T-12

‍

Year 3 Hurdle

115% of Assets or Revenue

Payout bonus: 25% of production from incoming T-12

Year 4 Hurdle

125% of Assets or Revenue

Payout bonus: 20% of production from incoming T-12

 Year 5 Hurdle

155% of Assets or Revenue

Payout bonus: 20% of production from incoming T-12

BrokerChalk makes every effort to update this information in a timely fashion but cannot guarantee its accuracy. Advisors are encouraged to undertake their own due diligence or to speak to a BrokerChalk Match consultant.

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