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Fee splits

Solicitor and payee arrangements linked to households.

5 records
PayeeCompanyHouseholdsSplitBasisStatusUpdated
Priya DesaiDesai Wealth PartnersPeterson, Okafor, Hollis20%Gross feeActive2025-09-14
Marcus BellBell Advisory LLCAlvarez25%Gross feeActive2025-08-30
Elena RossiRossi FinancialChen20%Net feeActive2025-07-02
Jordan WuWu Retirement GroupVandermeer20%Gross feeActive2025-06-11
Sam BennettBennett & Co— none —15%AUMInactive2024-11-22