Your Revenue, Your Choice

We invest in you so you can choose how to invest in your business.

For independent financial advisors, the conversation about compensation is a difficult one. Understanding what your compensation will look like is a leading concern, as it would be for any small business owner. Well, ensuring you hold on to more of your revenue so you can reinvest in your practice and your future is one of our primary interests, too.

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More Control of Your Revenue

Advisors in employee-based channels generally have less autonomy over the products they offer than independent advisors do, which tends to mean less control over their book of business—and lower earnings. And even among already independent financial advisors, there’s a wide range of firm partners offering varying revenue opportunities. That means no matter what your affiliation is, when you choose a partner, you'll need to consider the larger picture—the impact on revenue year-over-year versus the immediate hit of an up-front deal.

Your Revenue, Your Choice.

At Commonwealth Financial Network®, you may retain up to 95 percent of your revenue. That’s revenue that you worked for, and you can decide what to do with it. We believe that enabling you to invest in your firm means investing in you. That means you might:

  • Increase your physical footprint

  • Invest in new office technology

  • Staff your office

  • Plan for life events (sending a child to college, retiring)

Your Revenue, Your Choice.

However you choose to use them, you brought in the assets, and you should decide how to use what you’ve earned.

More Opportunities for Growth

Commonwealth offers a comprehensive suite of products, services, and solutions that can meet your needs now and in the future. And the money you reinvest in your firm will help drive the revenue you receive from it longer term.

Your Revenue, Your Choice.

So, where do you begin? Envision your ideal practice and your target clients. The right firm partner should continually raise the bar in the financial advisor industry and can help you build up your business to meet your goals. That partner is Commonwealth.

We support your vison as you:

  • Evolve your business. Access entrepreneurial capital—financing to take your firm to the next level.

  • Accelerate your growth. Get indispensable insight and adept consultation, which includes specialized outsourcing services and professional guidance to find your niche.

  • Streamline your operations. Take advantage of a full range of investment options, giving you the flexibility to choose the right product for your client and to use our model portfolios.

Your Revenue, Your Choice.

Whether you invest in your infrastructure or your staff, Commonwealth gives you the ability to choose what you want and need for your business.

Pay for What You Choose

At Commonwealth, you’ll pay for the products and services that are necessary for the unique needs of your practice, not for a combo-plate of offerings. That’s a big win for those looking to truly customize services.

Your Revenue, Your Choice.

And we’ll clearly lay out all costs, giving you an up-front breakdown of:

  • Standard fees such as licensing, SIPC assessments, and account management fees

  • Technology fees

  • Optional services including enhanced technology services, marketing offerings, financial planning options, and more

The Power of Partnership Is in Your Hands

It’s your business—and your hard-won assets. Partner with a firm that gives back more to you and puts the power of running your business in your hands.

Becca Hajjar-footer

Ready to learn more?

Hi, I'm Becca, managing principal and chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.