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Compensation

Staffing

P&L

Fees

Productivity

Studies

Compensation

Responsible for the implementation of the business plan of the firm and the day-to-day running of the business, including both advisory and operations functions. Works closely with the CEO on key management decisions. Typically supervises other executives such as COO and Chief Practice Officer. The position is more typical for large firm with larger body of owners and executives.

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Compensation

 Median 1st Quartile 3rd Quartile
Total IncomeRestrictedRestrictedRestricted
Total Traditional 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
Revenue Serviced as LeadRestrictedRestrictedRestricted
Revenue SupportedRestrictedRestrictedRestricted
% Earning Incentive CompensationRestricted
% Receiving Profit Distribution OnlyRestricted
% HiredRestricted
% PromotedRestricted
Number of IncumbentsRestricted

Source: 2017 InvestmentNews Adviser Compensation & Staffing Study
2018 InvestmentNews Adviser Compensation & Staffing Study Update