Annual Bonus Levels
Split-adjusted AuM |
Cetera Core IA Bonus* |
NS Bonus* |
Symplany Bonus** |
$75,000,000 |
$10,000 |
$20,000 |
$7,500 |
$100,000,000 |
$16,000 |
$24,000 |
$10,000 |
$125,000,000 |
$28,000 |
$22,000 |
$12,500 |
$150,000,000 |
$36,000 |
$24,000 |
$15,000 |
$200,000,000 |
$56,000 |
$24,000 |
$20,000 |
$250,000,000 |
$56,000 |
$44,000 |
$25,000 |
$300,000,000 |
$100,000 |
$20,000 |
$30,000 |
$350,000,000 |
$100,000 |
$40,000 |
$35,000 |
$400,000,000 |
$120,000 |
$40,000 |
$40,000 |
*Both the Core IA Bonus and NS Bonus are calculated using your split adjusted Core IA assets under management (e.g. Spectrum, FLD/Symplany One, Symplany Pro, Freedom, Trust Solutions and Select).
**The FLD Bonus is only eligible on split adjusted assets in FLD/Symplany One and Symplany Pro.
Both the NS Bonus and the Symplany Bonus are paid quarterly and may be modified or discontinued at any time.