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| Brand | TFW Advisors Financial Services Remove | Charles Schwab Financial Services Remove |
|---|---|---|
| Vitals | ||
Investment range | $70K – $280K | $104K – $222K |
Liquid capital | $8K – $17K | $1K – $2K |
Franchise fee | $35K | $50K |
Royalty rate | 10.0% | 0.5% |
Ad fund rate | 5.0% | N/A |
| Performance | ||
Avg gross sales | N/A | N/A |
Median gross sales | N/A | N/A |
Avg owner earnings Metric varies by brand. Check type below | N/A | N/A |
Earnings metric | Not classified | Not classified |
| Risk | ||
Rating | DBelow Average | FBottom Quintile |
Risk score | 70 / 100 | 85 / 100 |
SBA charge-off rate | N/A | 0.0% |
SBA loans on record | N/A | 2 |
| Scale | ||
Total units | 9 | 382 |
Net change (latest yr) | N/A | N/A |
Turnover rate | 22.2% | 0.0% |
| Contract | ||
Initial term (years) | 5 | 7 |
Renewal term (years) | 5 | 7 |
Initial training (hrs) | 31 | 78 |
| Contacts | ||
Franchisee phones | 10 | 22 |
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