Fee-based Investing

Customized Pershing Fee-Based Accounts

This option allows the qualified advisor and client the ultimate in account flexibility for non-discretionary fee-based investing.

Curian Capital

Curian offers Custom Style Portfolios, a separately managed account program to match the unique objectives and risk profiles of individual clients. For a low minimum of $25,000, clients can invest in the Custom Style Portfolios and can choose between Active, Quantitative and Blend management styles.

SEI Investments

SEI’s asset management program is a high-end, fee-based, investment management program designed for high-net-worth investors. Their mutual fund wrap program, using SEI mutual funds has a minimum investment of $150,000 and their separately managed account program has a minimum of $100,000 per manager.

Lockwood Advisors

Lockwood provides access to fully integrated suite of advisory products from separately managed accounts to mutual fund wrap accounts.