What Do These Terms Mean?

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Jan 23, 2017 3:56 pm

An advisory company I'm considering working for has four distinct sources of revenue. I'm meeting with them on Friday, and while I could ask, I think I understand. Can anyone confirm? Thanks in advance.

Fixed Insurance Commissions - payment by insurance companies when they sell clients a product

Managed Asset Revenue - fee-based payment by clients to manage retirement accounts and possibly do planning

Broker Dealer Commission - transactions-based payment from client, split between company and broker

Financial Planning Fees - payment from client for hourly work