Evolve4Advisor Team Information

• Related Articles

• Evolve Compensation Timeline

  This is the static compensation schedule for Evolve clients. QUARTER ENDING DETAILS DISTRIBUTED* PAYMENT DISTRIBUTED** ADDITIONAL REQUIREMENTS March 31 July July 31 June 30 October October 31 Signed Annual Compliance Attestation September 30 January ...

• Advisor Annual Notification Delivery Options

  Advisor Annual Notification Delivery Options Every year, Mutual Advisors, LLC (“Mutual”) is required to provide investor clients with an annual notification that identifies whether or not any material changes have been made in the last 12 months to ...

• ADVISOR - My Files Reports Available

  There are three routinely generated reports posted for you in the Advisor Portal in My Files:     Forecast Billing     Revenue & Expense Statement     Final Billing Report Forecast Billing - one per associated rep code This report is generated ...

• Advisor Aggregate Billing Value Policy Guidance

  Definitions Aggregate Billing Value (“ABV”): Every household in Orion has an ABV that is calculated based on the value of accounts within the household, as long as they are set to be included in the ABV calculation. This calculation is used to ...

• Advisor Aggregation Addendum to Advisory Agreement

  This addendum is used to have clients sign off on the exclusion of specific advisory accounts from the Aggregate Billing Value (ABV) calculation used to determine breakpoints for tiered or linear fee schedules. For more information on Mutual's policy ...