|
Consulting Program Back to Advisory Services Attach value to your expertise and position yourself as a wealth manager through PPS Consulting. The program complements our assets-under-management model by enabling you to charge retainer fees, flat project fees, or hourly fees for the advice and time you give your clients beyond pure portfolio management. We’ll help you strengthen your existing and prospective client relationships through a comprehensive planning approach. And we’ll show you how to use our vast selection of tools and resources to create customized solutions that encompass everything from accumulation, risk management, and taxation to business, retirement, and estate planning. |
 
|
|