Payout Comparison Calculator

Your Current Firm

Select a Firm:

Wachovia Morgan Stanley Smith Barney Merrill Lynch UBS Raymond James Hilliard Lyons Janney Montgomery Scott Stifel Nicholaus A.G. Edwards RBC Dain Rauscher H&R Block

Your Current Production and Business Mix

Gross Production: $

200,000 300,000 400,000 500,000 600,000 700,000 800,000 900,000 1,000,000

Business Mix:

% Stock Commissions

% Fixed Income Commissions

% Fee Based - Advisor Managed

% Fee Based - Third Party Managed (SMA)

% Mutual Fund and VA Commissions

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

$

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

Submit Your Information to Recruiting (Optional)

You may enter your contact information and click the 'Submit' button below to submit this form to Delta's recruiting department.

First Name

Last Name

Total Annual Production

$

Total Client Assets

$

Email

Contact Phone

*Notes: Payout calculations have been presented based on the results of a survey published in the March 2008 issue of On Wall Street. These payout percentages have been adjusted based on revisions to the payout grids announced by some survey participants and published in Investment News in the fourth quarter of 2008. 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.