Innovative, Flexible Advisory Services
The investment advisory services offered by Triad Advisors are structured to be among the most competitive, flexible and innovative programs available in the industry. Whether you are managing client assets yourself or turning investment management over to a third-party manager, we have the structure in place to help you retain and grow your fee-based assets.
As the industry continues to shift to a fee-based model, our advisors are ideally positioned to meet the increasing demands of their clients. Consider the benefits of a fee-based business model:
- Reduce the potential conflict of interest in client accounts
- Build a consistent, recurring revenue stream, unaffected by transaction activity
- Increase the market value of your investment practice
- Increase your average account size. Assets in fee accounts tend to be larger and more stable
- Work less, make more and better serve your clients interests
As a nationally recognized broker-dealer for fee-based business, we recognize the value of building a fee-based investment practice. We will provide you with customized, personal support to either convert from a commission-based structure or to expand your existing fee-based business.
If you would like to receive additional information on Triad’s fee-based services, please call 800-720-4003.
To view our Advisory Services brochure, click here.