Whether you are already charging fees, or seeking assistance to transition to fees, we can support your business with comprehensive fee-based resources, including:
Transitioning to Fees
Creating a fee-based book of business means a recurring revenue stream for you and a deeper relationship with clients. We can provide step-by-step guidance to help you transition your commission business to fees, including the development of a fee schedule, service level standards, client segmentation, and more.
By partnering with Jordan Creek, you gain access to our branch-directed models developed by our in-house specialists. When engaging with fee-based clients, you can choose to use our models, take advantage of a wide variety of third-party money managers, or create custom models on your own. No matter which option you choose, you’ll be able to work out of the same, comprehensive platform, WealthPort®.
Ongoing Consulting and Coaching
Whether you are transitioning into fees, or have a fee-only practice, we can provide guidance on your most complex client cases. Our team has over 67 years of combined experience with fee and commissions-based business, and will be able to accurately guide you to suitable solution for the client.