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Principal Securities Fee-Based Products

Seeking an asset allocation solution for your clients?

Consider one of our fee-based programs – each designed to help clients meet their investment objectives. 


Opportunity: Two Fee-Based Products

Choose from two fee-based products to meet your clients’ investment needs. Both blend the industry-leading knowledge of Morningstar Investment Management LLC (Morningstar Investment Management) with the quality services and experienced support teams of Principal Securities. 

Principal Advisory Select PortfoliosSM Open architecture asset allocation
Principal Managed PortfolioSM Strategic, turnkey asset allocation

Compare both in the Representative Guide.

As a representative, you can benefit from offering Principal Securities' fee-based programs:

  • Grow your business with diverse investment solutions
  • Flexible pricing - choose from a range of fee options
  • Simplified daily business with easy-to-access tools and updates from Morningstar Investment Management

555461-082018

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