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Investment Advisory Overview

ProEquities’ fee-based and advisory service program is structured to be the most competitive, adaptable, and pioneering in the industry, providing you with the infrastructure to operate your fee-based management practice.

Whether you’re managing your clients’ assets directly or prefer to work with outside managers, ProEquities has partnered with one of the industry’s leaders, Envestnet, to create one of the best-in-class advisory programs available. No matter if you’re a seasoned, fee-based advisor or looking to transition your business, we will provide you with the compliance, marketing, and operational support you and your clients deserve.

As the financial industry continues to shift from a commissions-based compensation system to fee-based, advisors and representatives affiliated with ProEquities will be preferably positioned to capitalize on this trend. Our diverse product offering includes a state-of-the-art open architecture platform consisting of over 20 separately managed account (SMA) managers, 17 strategists, a unified managed account (UMA) option, and the ability to charge clients a fee for advice or an individual financial plan.

Training for our fee-based platforms includes the Advisory Institute, the Fee-Based Academy, and much more. Our Investment Advisory team has a proven track record of helping advisors grow their business.

Our Preferred Providers

Brinker Capital    Envestnet 
 loring ward
  Martin  Moorings