Our average advisor fee, priced against what a producing advisor adds to your firm. Adjust the numbers below to your own firm - not ours.
Firms writing FIA business and growing AUM - most of The Well's placements.
Read before you send this anywhere: these are planning estimates built from industry benchmarks, not a guarantee of any specific advisor's production, retention, or firm valuation.
Figures assume the advisor is fully ramped to the production level entered above - these are steady-state, not year-one actual, numbers.
FIA override assumes a 6-10% street-level commission on new premium. AUM revenue assumes a standard ~1% annual advisory fee. Enterprise value uses a 5x-20x multiple on the annual profit this hire generates - an EBITDA-style valuation approach, consistent with 2025-2026 RIA M&A data (roughly 4-7x for smaller practices, 10-14x for scaled platforms, higher still for UHNW-focused firms).
A pure-AUM hire often runs breakeven to a modest loss on comp alone in year one - the return on that hire shows up as enterprise value and compounding recurring revenue, not first-year profit. Adjust every input above to your own firm's comp grid, override, and overhead before using this in a real conversation.
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