X

Log in

Subscribers log in with your InvestmentNews.com email address and password. Trial users enter your promotional code.

Don't have access? Subscribe now.

or

X

Request a Trial

Compensation

Manages existing client relationships, in some cases with a more experienced adviser. The position may be responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations within an individual specialist's area of expertise. Typically, Service Advisers are not expected to develop new client relationships. Position titles vary among firms, but the most common are wealth manager, investment adviser, financial adviser, financial planner and portfolio manager.

Note: Assets and designations filters can only be applied individually.

All data is restricted to subscribers. Get Full Access »

Compensation

Median 1st Quartile 3rd Quartile
Total IncomeRestrictedRestrictedRestricted
Base SalaryRestrictedRestrictedRestricted
IncentiveRestrictedRestrictedRestricted
CommissionRestrictedRestrictedRestricted
Value of PerksRestrictedRestrictedRestricted

Personal Stats

Years Experience

Restricted

Gender

Restricted

Designations

Restricted

Other Info

Median 1st Quartile 3rd Quartile
Profit DistributionRestrictedRestrictedRestricted
Revenue ManagedRestrictedRestrictedRestricted
% Earning Incentive CompensationRestricted
% Receiving Profit Distribution OnlyRestricted

Source: 2017 InvestmentNews/Moss Adams Adviser Compensation & Staffing Study