Consider the numbers.
Then factor in everything else.
Combine competitive numbers with five-star boutique experience, top-tier technology, and true open architecture, and you get exceptional value from your broker-dealer relationship. Our vision is more than merely generating revenue from our advisors. Instead, we strive to provide you with what we believe is the best advisor experience in the industry.
Your payout percentage is important. But be sure to look at the whole picture. Remember to factor in other costs, such as technology fees, affiliation fees, branch office fees, platform fees, and ticket charges, to name a few. Your net payout — what you actually take home — is the number that really matters. Look for the firm that will provide you with top-notch service while putting the most possible revenue back in your pocket.
Competitive payout + Flat monthly fee + Five-star service = Exceptional value
Flat monthly fee.
We can free you from the burden of constant fee increases, high affiliation fees, exorbitant branch inspection fees, and other surprise costs. No additional affiliation fees. No hidden costs. (Flat monthly fee includes technology, E&O coverage, and bonding fees.)
Low ticket charges.
Take advantage of ticket charges as low as $7.95 for equities. Ticket charges vary between clearing firm and custodians.
Weekly direct deposit.
Commissions are paid weekly every Friday via electronic funds transfer (EFT) directly to your bank account. Commissions for funds we receive by this Friday will be paid and deposited into your bank account on the following Friday.
Ready to talk?
Start the conversation. On your terms.
No pressure. No hassle. We just want to help you ask the right questions.