Commission-based practices are more vulnerable to market pressures

Building a fee-based practice helps independent financial professionals thrive

As a leading fee-based Broker/Dealer, PlanMember has the resources to help our professionals build, grow and strengthen a fee-based financial enterprise.

More than a salesperson,
you're a trusted professional

A shifting economic marketplace makes it more important than ever to consider transitioning from a traditional commission-based practice to a fee-based business. PlanMember helps financial professionals build their own independent financial enterprise with compelling economics, tangible support, and client loyalty programs.

Rather than simply selling products and generating paperwork, advisors have the opportunity to solidify long-term client relationships, improve loyalty and increase referrals as a life-long trusted advisor. PlanMember has been partnering with financial professionals for decades to help them become independently successful by building a fee-based practice.

  • PlanMember has unique and diverse investment solutions suited to a fee-based practice, including low-cost, professionally managed options aggregated on a single consolidated statement
  • PlanMember is one of a few Broker/Dealers with a staffed service center for clients and professionals
  • PlanMember features an innovative marketing, administrative, back-office and sales support staff
  • Innovative products are in sync with the needs of financial professionals and clients
  • Recognized as a leader in the retirement planning market, PlanMember helps independent financial professionals reach their goals through the Partnership for Success Program

To learn more about how to build a fee-based financial enterprise and work toward a more successful future, contact our recruiting team today.