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.
Will I personally manage the fee-based business?
Will my client, with my assistance, manage the account?
Will my client and I rely upon a third-party professional manager?
What products will fund the portfolios?
Do I personally wish to be an asset manager or an asset gatherer?
Do I need "discretion?"
Which clearing platform offers the best program(s) for my needs and the needs of my clients?
Summit will consult you in finding the best fee-based option for your practice.
Summit Financial Networks595 South Federal HighwaySuite 500Boca Raton, Florida 33432Phone: 800.226.2660Business Development: 800.354.5528
2019 Summit Financial Networks is a region of Cetera Advisor Networks LLC, member FINRA/SIPC. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com.