Summit offers a complete line of flexible fee-based programs so you can design portfolios that meet the individual needs of your clients. In addition, you have the ability to conduct your fee-based business under your own individual RIA or Summit’s Corporate RIA, Summit Financial Group.
Design flexible, customizable investment strategies using the My Advice Architect® platform
My Advice Architect is an agile confluence of portfolio management, technology and client presentation features—backed by support from a variety of internal resource teams and wealth management consultants—empowering you to give your clients what they expect: a polished vision and clear implementation plan of how you can help them achieve their goals.
Expand your value-added services to existing clients and increase your appeal to a new generation of clients by offering services that create longer-term relationships. Cetera is partnering with AdvicePay to provide an easy way for you to offer a fee-for-service billing model, opening up your practice to new opportunities for growth.
Using a fee-for-service model allows you to provide financial guidance that doesn’t hinge on market performance. You’re able to profitably provide new choices for financial guidance.
Regardless of which platform you choose, there are several questions you may wish to consider. Because of the wide range of fee-based programs available, you’ll have to make some important decisions regarding what type of account(s) you’ll want to set up.
*First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.