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Advisory Services
Commonwealth provides a home that’s perfectly suited to nurturing the success of your advisory business. Here’s where you’ll find our Preferred Portfolio Services® (PPS) platform, which offers:
- All the investment choices your clients demand
- The freedom to run your advisory practice however you choose—with as much or as little assistance from us as you want
- Options for handling the portfolio management yourself or outsourcing it to sub-advisors
- Compensation that increases to as high as 95 percent as your managed assets rise—payouts that are linear and calculated back to the first dollar earned per quarter
We invite you to explore the information below to learn more about why Commonwealth is the best place to establish an advisory business—and to help an established one truly thrive.
Choose Your Own Path
Advisor-Managed Programs
Outsourced Portfolio Management
Retirement Solutions
Consulting Program
Commonwealth Alliance Program
Planning Resources
Marketing Support
Compensation
Download a PDF of our PPS brochure
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