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

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.

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

  • 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

  • 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