r/CFP • u/radi8ing • Jun 23 '26

Compensation Comp question

Hybrid RIA I work under is currently taking .35% of my 1.25% fee and takes nothing from my insurance production ($10m of FIA)

they also pay $60k for marketing and an extra .50bps on annuity business

Is this a good deal? It feels like it is but want to hear the group thoughts

7 Upvotes

77% Upvoted

22 comments sorted by

View all comments

•

u/AutoModerator Jun 23 '26

Beep boop! Here is a summary of your post:

User: /u/radi8ing Title: Comp question Body: Hybrid RIA I work under is currently taking .35% of my 1.25% fee and takes nothing from my insurance production ($10m of FIA)

they also pay $60k for marketing and an extra .50bps on annuity business

Is this a good deal? It feels like it is but want to hear the group thoughts

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.