| Fee-based Programs |
Mutual Securities offers a wide variety of fee-based and asset management approaches designed to enhance and complement your business building strategies. The services and programs offered help you attract high net worth clients by offering performance-driven products and easy access to information and materials. We have an outstanding selection of top-performing third party money managers to choose from, and as always, you are afforded the freedom to select the most appropriate service, program and platform to meet your clients' financial needs.
Managed Account Solutions
Mutual Securities is pleased to announce the launch of a powerful new program designed to grow your fee-based business. Managed Account Solutions (MAS) is a comprehensive, integrated, easy to use, and flexible fee-based investment offering. This all in one program is designed to help you:
• Provide your clients with the ability to choose from a variety of investment and wrap programs and access to hundreds of professional money managers |
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Mutual Fund Advisory Program - Capitalize on knowledge and professional money management expertise of Strategic Advisors Inc. (SAI), a Fidelity Investments Company, which oversees one of the industry's largest mutual fund wrap programs and has more than $40 billion in assets under management. To learn more, click here.
Multi-Manager Account Program - Enjoy the convenience of a mutual fund wrap program that offers the advantage of a separate account program managed by institutional money managers in a single brokerage account.
Separate Account Program - Offer your clients access to more than 75 top-tier separate account managers representing more than 200 investment disciplines.
Rep as Portfolio Manager - Gain access to sophisticated portfolio modeling and diagnostic tools that will help you construct, manage, and rebalance model portfolios for your clients.
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• Target affluent investors with the help of geared marketing materials
• Level the playing field with wirehouse reps
• Annuitize your book of business and increase your recurring revenue stream
• Save time and grow your fee-based business
• Take advantage of valuable assistance in transition to a fee-based model
To learn more, click here to view a MAS fact sheet.
Fees in Lieu of Commissions - Asset Advantage
If your commission based client would rather pay you a quarterly fee instead of individual commissions for your advice and brokerage services, Asset Advantage is the platform for you. You manage the account on a non-discretionary basis - your client must approve all orders prior to placement.
Asset Advantage may be appropriate for your client if they are seeking:
• Personalized financial guidance from a qualified representative who understands their investment objectives
• Independent investment judgment free of the sales pressure sometimes found in transactional based pricing.
• To maintain approval authority over each transaction
• To control transaction expenses when making regular adjustments to their portfolio To learn more about Asset Advantage, click here. |
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