Steward Partners

Steward Partners, a full-service, employee-owned firm, excels in wealth management and has grown substantially since its 2013 founding. Renowned for its positive culture and exceptional client service, it was ranked among Barron’s Top 100 RIAs in 2023. The firm offers comprehensive services and manages approximately $37 billion in assets.

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Negotiation Scale
High
Size of Deal Scale
Average
Total
325% – 355%
Upfront Payment
150% to 175% of T-12
Backend Payment
175% to 180% of T-12
Deferred
Fully Matched
6 Month

Early Asset Award: 75% of assets

Payout bonus: 50% of production

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Year 1 Hurdle

85% of Assets

Payout bonus: 45% of production

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Year 2 Hurdle

100% of Assets

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

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Year 3 Hurdle

115% of Assets or Revenue

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

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Year 4 Hurdle

125% of Assets or Revenue

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

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 Year 5 Hurdle

155% of Assets or Revenue

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

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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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