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we’ve created the simplest and most accessible payout structure possible because good advisors deserve the best chance to make it in this profession

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• there are no upfront or monthly platform, admin, or tech fees. advisors pay nothing to join
• we start at an 80% payout of gross client fees while the firm retains 20% to help cover operational costs

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but here’s where things get very different

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we cap the amount each advisor contributes back to the group

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we call this the contribution cap

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and our cap is currently set at $20,000 per year, meaning as your practice continues to grow, you don’t pay more than your share, and this becomes a flat fee arrangement.

why would a company deliberately limit its own revenue potential?

Easy, because this was never a revenue decision as much as it was a cultural decision.

We’re not designed to be a profit center, we’re supporting a generous community of equals building a home together. This doesn’t work if a small handful of rainmakers contribute too much to the bottom line. That’s a business risk as much as it is a cultural risk.

We still have an obligation to remain profitable and sustainable so we can continue serving our people, but we do this in a way that's not max-profit-seeking.

When an advisor chooses to check us out, we don’t want any of our partnership decision to be about revenue potential, it’s all about fit. And honestly it’s much easier for us to pass on a giant practice if it’s just not culturally aligned with who we are. And that’s ok.

wait, you’re saying Core loses money in the beginning?