The Advise Us Fund Financial Professional Program

Wealth management professionals gain an edge with the Advise Us Foundation 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 Foundation Practices and Documents for Third Party Financial Professional Management
Questions? Contact the Advise Us Foundation at (708) 800-8474 or use our Contact Form