Career Path
Support advisor (median) Service advisor/portfolio manager (median) % change from more-junior position Lead…
| Support advisor (median) | Service advisor/portfolio manager (median) | % change from more-junior position | Lead advisor/snr portfolio manager (median) | % change from more- junior position | Partner (median) | % change from more- junior position | ||||
|---|---|---|---|---|---|---|---|---|---|---|
| Clients serviced | 90 | 75 | -16.2% | 80 | 6.7% | 100 | 25.0% | |||
| Clients managed | 50 | 50 | 0.0% | 80 | 60.0% | 100 | 25.0% | |||
| Revenue serviced | $300,000 | $400,000 | 33.3% | $500,000 | 25.0% | $700,000 | 40.0% | |||
| Revenue managed | $200,000 | $300,000 | 50.0% | $495,000 | 65.0% | $715,000 | 44.4% | |||
| Source: 2013 IN/Moss Adams Compensation & Statffing Study | ||||||||||
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