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


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