Choose the precise mix of fee-based and transaction-based business that best suits your clients and your financial practice.
Our flexible, open structure give you control to set up your practice in a way that works best for you and your clients’ unique financial goals. Our long history of working with representatives in many situations provides us with expertise across business models and the knowledge to empower you and your unique structure. Don’t be penalized with exessive fees if you have your own RIA.