Advisor Referral
Get one-on-one investment help with advisor referral
Get one-on-one investment help with advisor referral
Our
AdvisorDirect® referral program gets you
an introduction to an independent Registered Investment
Advisor (RIA). If you decide to engage in their
services, they will work with you to develop customized
investment strategies around goals which may include
portfolio management, retirement planning, and tax,
trust and estate planning.
send us a mail at
support@tradeprimestation.com.
How AdvisorDirect works
- A Trade Prime Station financial consultant will help you identify an independent RIA near you to arrange a face-to-face meeting
- You'll have a free consultation to become comfortable with their approach and discuss your financial goals
- If it's a good fit, they'll work with you to create a management approach for your portfolio, including best strategies for your goals, and how involved you'll be in the decision‐making process
Personalized service, flexible support
Your independent RIA is responsible for understanding your wealth-related needs and plans for the future, providing you with objective advice based on your goals. Whether you opt for a hands-on or hands-off approach, your RIA should provide the level of support needed to effectively create and manage your portfolio.
Your best interest in mind
Fiduciary
responsibility
It's an RIA's fiduciary and legal duty to act in your best interest.
Qualification
process
Every independent RIA participating in the AdvisorDirect program has met our proprietary eligibility requirements.
Straightforward pricing
With a straightforward fee structure, RIAs typically charge a percentage of your managed assets, so it's in their best interest to make portfolio recommendations consistent with your needs and objectives.