partner with us

Our comprehensive infrastructure is made available through your independent advisory practice and easily integrates with your existing business model.

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Our platform rests on the major custodial platforms used by independent advisors – a custodian change is not required.  If you want to explore a new custodian, we can help you identify the most competitive option based on your needs.

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Our asset-based pricing model tiers lower based on the total amount of assets that you place on our platform

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  • Low Asset-Based Pricing

  • No Setup or Platform Fees

  • No Account Maintenance or IRA Fees

  • Low Cost ETFs

  • Limited Ticket Fees (some portfolios have no ticket-fees)

  • Low Account Minimums (some portfolios have no minimum)

  • 100% Payout / No Overrides

  • No Affiliation, Compliance, or E&O Fees

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  • Step-by-step affiliation process including personalized support and training

  • Pre-filled account transition paperwork

  • Reimbursement of any account closing fees from the prior financial institution

  • Sales materials and client-specific case design tools to support your client communication