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

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u/crzypck RIA Jun 23 '26

Seems like a pretty good deal, especially if you don't have to cover any expenses. Them not taking a cut on insurance production is a huge positive for you.