Independence Calculator

The typical grid payout at a wirehouse is 44%. Your employer is keeping the other 56%. – for what? Over 15 years, that adds up to a tremendous amount of money – your money.

Most advisors choose independence because they are entrepreneurs at heart and crave freedom, flexibility, and control. They are often surprised to find that independence also provides much higher take home income and unlocks the value of what should be their largest asset – their business.

Independence can be a well-calculated move.

The typical grid payout at a wirehouse is 44%. Your employer is keeping the other 56%. – for what? Over 15 years, that adds up to a tremendous amount of money – your money. Most advisors choose independence because they are entrepreneurs at heart and crave freedom, flexibility and control. They are often surprised to find that independence also provides much higher take home income and unlocks the value of what should be their largest asset – their business.

Take advantage of this simple calculator to understand what going independent can mean for your cash flow and your net worth.

Just plug in 4 simple numbers:

  1. Your AUM
  2. Your trailing 12-month revenue
  3. How much would you need to pay your support staff
  4. Current pay out rate

Hit SUBMIT to compare popular wirehouse recruiting deals to going independent with Sanctuary Wealth. Keep in mind with the wirehouse deals you'll be locked up in a long-term contract.

* Trailing 12 revenue at current firm. Input must be above $1,000,000 for a valid calculation.

* Total Assets Under Management at current firm.

Securities are offered through Sanctuary Securities, Inc., Member FINRA / SIPC. Advisory services are offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. are under the common ownership of Sanctuary Wealth Group, LLC.

We work hard to ensure that the results presented by our calculators are correct, and accurately reflect real-world calculations based on user-supplied data. However, Sanctuary Wealth makes no representation as to the accuracy or completeness of the information contained within. This calculator and associated content are provided “as is”, without warranty of any kind.

Our calculators are provided for illustrative purposes only, they do not take your personal circumstances into consideration and the results are not guaranteed to be accurate or fit for any purpose. The presented results should not be taken as professional advice or relied upon as the sole basis for making important decisions.

Please see our Terms of Service for full conditions.

Based On:

Total Aum:

Trailing 12 Revenue:

Support Staff Overhead:

Wire Grid Payout:

Powered by Sanctuary

  • Upfront Payment Available
  • 78% - 94% 1099 Entity Income Rates
  • Market Value of Business

Company 1

  • 120% Upfront
  • 45% Payout
  • 8 Year W2 Guarantee of 140% of Prior Firm
  • Retire in Place Program

Company 2

  • 325% Total Deal (upfront & Back end)
  • 45% Grid Rate
  • Retire in Place Program

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