Partner referral access

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Incentives table

Advisor ARR

Additional Payout

Base placement

$10,000

$350K – $500K

+$5,000

$500 – $1M

+$10,000

$1M – $1.5M

+$25,000

$1.5M+

+$40,000

Final incentive amounts are determined after advisor validation and onboarding. All referrals are subject to eligibility checks, duplicate review, and program terms.