Our actively managed investment strategies are available to other Registered Investment Advisory firms.
Two Available Methods
There are two methods used in order to provide these strategies to investment advisors.
One method we use is managing sub-advisory accounts. Our primary custodians are TD Ameritrade and Nationwide Advisory Solutions (formerly Jefferson National). It is most efficient to stay within the framework of these two custodians. Fees charged will vary based on amount of assets being managed and the work that is being provided.
Signal for Charges
A second approach is to provide a signal to a trading desk and have it executed by the investment advisory firm. Again, fees charged will vary based on amount of assets being managed with the signals provided.