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Compensation

Actively manages a client portfolio using individual securities or a combination of securities and third-party managers. In some cases, participates in or develops investment strategy. This position is an internal manager, rather than a client relationship manager. Investment-management-focused employees who are primary relationship managers are reported under one of the professional adviser positions.

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Compensation

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

Personal Stats

Years Experience

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Gender

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Designations

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Other Info

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

Source: 2015 InvestmentNews/Moss Adams Adviser Compensation & Staffing Study