The Advise Us Fund Financial Professional Program

Wealth management professionals gain an edge with The Advise Us Fund® Third Party Financial Professional Program – the ability to actively manage client asset contributions while charging appropriate fees for their services. The low account minimum of $100,000 makes this an appealing program for many clients.

Manage your client account with a professional charity partner that has the tools and expertise you need to start building stronger client relationships.

 

Policies, procedures and forms to become a Third Party Financial Professional are located in The Advise Us Fund Practices and Documents for Third Party Financial Professional Management
Questions? Contact The Advise Us Fund at (708) 800-8474 or use our Contact Form