Please fill all required fields
Payout Comparison Calculator
Your Current Firm
(1)
Select Your Firm:
Wells Fargo
Morgan Stanley Smith Barney
Merrill Lynch
UBS
RBC Wealth Management
Raymond James
Hilliard Lyons
Janney Montgomery Scott
Morgan Keegan
Stifel Nicholaus
Wedbush Securities
Your Current Production and Business Mix
(7)
Enter Your Lump Sum Payments
(2)
Select Your Gross
Revenue Amount:
$
200000
300000
400000
500000
600000
700000
800000
900000
1000000
1100000
1200000
1300000
1400000
1500000
1600000
1700000
1800000
1900000
2000000
3000000
4000000
5000000
Lump sum (% of comp.):
%
(3)
Input Business Mix:
% Stock Commissions
# Years Paid Over
Up Front
2
3
4
5
6
7
8
9
10
% Fixed Income Commissions
% Fee Based - Advisor Managed
% Fee Based - Third Party Managed (SMA)
% Mutual Fund and VA Commissions
(4)
Input Production
/Revenue Ratio:
%
(5)
Estimate Production
Growth:
% Anually
(6)
Estimate % of Book
That will not Transfer:
%
Estimated Payout Before Expenses at Your Current Firm*
Estimated Payout Before Expenses with Delta Equity
$
Payout as a Percentage of Gross Revenue
$
Payout as a Percentage of Gross Revenue
$
Estimated Payout Increase Before Expenses
Monthly Expenses at Your Current Firm (Enter amounts in input fields)
Independent Monthly Expenses (Enter amounts in input fields)
$
Health Insurance Plan Contribution
$
Rent
(
Square Feet
X
per sq ft =
Annual Rent Cost)
$
Sales Assistant Cost Contribution
$
Utilities
$
Other Monthly Cost Deductions
$
Sales Assistant (
Salary
+
Benefits (at
) =
Annual Cost)
$
Phone and Internet
$
Total Current Monthly Expenses
$
Health Insurance (Principals)
$
Quotes, News, Research and other Technologies
$
Other Expenses
$
Total Estimated Monthly Expenses
$
Average Monthly Payout After Expenses at Your Current Firm
$
Average Monthly Payout After Expenses with Delta Equity
$
Estimated Annual Payout After Expenses at Your Current Firm
$
Estimated Annual Payout After Expenses with Delta Equity
$
Estimated Increase in Average Monthly Income After Expenses by Joining Delta Equity
$
Estimated Increase in Annual Income After Expenses by Joining Delta Equity
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Cumulative Net Cash Flow After Expenses
Delta
Current
Difference
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
*Notes: Payout calculations have been presented based on the results of a survey published in the March 2011 issue of On Wall Street.
Length of service at wirehouse or regional firms is assumed to be 7 years. For additional information regarding the calculations used in making this payout comparison, please contact Delta Equity at (800) 649-3883.
D-11-2011
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