I am a financial advisor, licensed, CFP (only one on my team of 9) with 6 years of experience. My team has $1B AUM and I handle all the financial planning and estate projections for clients with NW up to $300M. I am also the primary relationship manager for ~ 50 clients ($100k-$11m AUM/client). I’m curious as to what fair compensation is for this type of responsibility? I’m also looking for ways to “track” my contributions for the clients I am not the lead on?

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Fair and what some teams are willing to pay are very different. You’ll need to sell your value to them just like you would a client. A lot of FAs believe if your not actually bringing the client in the door your value is minimal. Not enough details in this to go off but I would say if you’re not making at least 100k - 150k there are a lot of opportunities open to you that would pay at least that but not as an advisor

I second this. Pay can vary wildly based on what you bring to the team. But that range would be a minimum of what you should expect, possibly also earning a percentage of revenue on the accounts you are a relationship manager for.

Have you thought about running your own investment practice one day? I know many fund managers who would like to work with you and be willing to pay you salary + equity (GP carried interest) for bringing them leads.

You should be at 1% aum minimum! I would run my own business if I were you

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