If you are reading this, you are likely already aware
of the sea change occurring in the financial advice industry. Fee-based
financial services are quickly gaining favor among investors and financial
service professionals alike. And for good reason! It’s a win,
win for everyone. Click here to learn more about the difference between
traditional brokers and advisory accounts.
• Gain Independence
You own your business and have 100% control over who you want to work
with. Envision what you want your business to look like and chart
your own course. Our platform is built for the affluent investor with
over $250,000 of investable assets.
• Spend Less Time In The “Back Office”
Our experienced and capable portfolio management and back office team
removes the hassle from your workflow. We handle trading, reporting,
and compliance details so that you can do what you do best - spending
time with clients and prospects.
• Provide Greater Value To Your Clients
We deliver a better investing experience to our client’s through
discipline, prudence and execution. As a Registered Investment Advisor,
we owe our clients a fiduciary duty. The best interests of our clients
are always in mind and conflicts of interest are all but eliminated.
• Earn A Higher, More
Stable Income
Our generous compensation program generally pays 60% of fees generated
on a quarterly basis. Even higher payouts come about when certain
asset thresholds are reached. A hypothetical example: Under a 1.50%
management fee structure a representative would earn approximately
$108,000 per year (gross) with $12 million of assets under management.
Contact
us to begin charting your own course
