Advisor Share

The Right Choice

Vested Advisor Payoff

To watch a recorded webinar where we explain the process of how producing advisors vest in the ownership interest they will receive (free of charge) by placing business with AdvisorShare, click on the following link:

https://advisorshare.com/sign-up-form

What are IMOs worth?

-An IMO that has $200 million in annual sales is saleable.
-An IMO that has $300 million in annual sales can sell for millions.
-An IMO that has $500 million in annual sales can sell for around $10 million.
-An IMO that has $1 billion in annual sales can sell for around $30 million or more.

At formation, up to 50% of the AdvisrShare IMO has the potential to be owned by producing advisors.

There are two potential payoffs for advisors who become owners.

1) A potential profit share at the end of each year.
2) A payday for vested advisor owners when the IMO sells.

The idea of mega producing advisors who sell $25 million or more becoming minority owners in the IMO they work with isn’t novel. It’s been done before.

The idea of allowing non-mega producing advisors to vest in the ownership of the IMO they work with is new and has not been done before.

Every advisor who puts business in during any given year will be issued ownership units in AdvisorShare, LLC. This will allow advisors to be paid profit share in years when the IMO is profitable.

To have your IMO ownership “vest,” there is a schedule of minimum business that must be placed one over a period of years.

To learn more, we suggest you watch the recorded webinar and then schedule a time for a call to discuss any questions you may have.