Mid-Year Growth & Comp Check-In
2026 organic-growth incentives · mark-to-market with time to act · for RD & advisor review
Jordan Avery
Advisor · Cedar Valley Hub
Period: 2026 YTD · Jan 1 – May 31   As of May 31, 2026
Paced toward Dec 31 year-end · ~50% through plan year
Bottom line
✎ auto-drafted

You're one of the firm's stronger organic growers this half. Your book added +$6.9M in net organic flow (3.4% of assets) and grew organic revenue +18.3% YoY, putting you on pace for a top-15% finish and a +5-pt growth bonus. The one thing to shore up is retention: at 93.0% household retention (6 departures, 2 pts under the 95% threshold) your book is carrying a −2-pt grid modifier. Let's walk the lost-client list together, tag any out-of-control losses, and protect the 57% of your assets now in the age-65+ zone.

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Your book at a glance · Levanta Households · run-rate revenue from Orion fee rate
Households
85
80 retained · 5 new YTD
Accounts
211
2.5 accounts / household
Total AUM
$225.5M
BoP $203.0M · Jan 1
AUM / Household
$2.65M
blended book fee ≈ 52 bps
Run-rate Rev / HH
$13.8K
$1.17M run-rate · Orion
Organic flow · 2026 YTD
Organic AUM Flow
Inflow Outflow Net organic Excl. market +$11.4M · inorganic +$4.2M
On linear pace for +$15.8M net organic (~7.8% of BoP) by Dec 31 if the current rate holds.
AUM Change
% of BoP AUM · $203.0M · excl. market & M&A
On linear pace for +7.8% net organic AUM change by Dec 31 if the current rate holds.
Organic Revenue Flowexcl. market & income
New client revenue+$14.5K
Existing inflow revenue+$57.9K
Lost client revenue−$6.1K
Existing outflow revenue−$11.4K
Net organic revenue+$54.9K
Gross organic rev (bonus basis)$72.4K
YoY growth ($72.4K ÷ $61.2K LY)+18.3%
Paced to year-end≈ +$125K net organic
Compensation spotlight · next 12-month grid · advanced / year-end view

Household Retention Below 95%

93.0%
Households retained · 80 of 86
Assets retained
97.8%
0%▲ 95% threshold
2.0 pts below thresholdGrid modifier −2.0%
Keys off household-count retention. Tag out-of-control losses in the self-audit list to request review.

Organic Growth Bonuses

Organic Rev · 2025
$61.2K
Organic Rev · 2026 YTD
$72.4K gross
Net organic growth gate (≥3%)3.4%  ✓ qualifies
① Top 15% · rev growth %
+18.3% YoY · 91st pctile (cutoff +14.2%)
+5%
Eligible
② Top 5 · rev growth $
$72.4K · rank #12 of 240 (top-5 cutoff $158K)
+25%
Not in top 5

Projected Net Grid Impact

Applied to grid comp for the following 12 months
+5.0 bonus−2.0 retention=
+3.0 pts
additive assumption · re-evaluated annually
When comp data is integrated, this card will show the dollar impact to comp for each modifier (bonus and retention), not just the point adjustment.