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Distinct fee-based products. Infinite opportunity.

Principal Securities, Inc. (Principal Securities) offers fee-based products to help strengthen your client relationships. Financial professionals registered with the Principal Securities RIA can offer these products and, as an Investment Advisor Representative (IAR), you can charge fees.

Choose from turnkey and open architecture solutions to meet the unique needs of your client and maximize your business growth while earning compensation for your time.


Opportunity: Two Fee-Based Products

Choose from two fee-based products to meet your clients’ asset allocation 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 Princor’s fee-based programs:

  • Grow your business with turnkey asset allocation solutions
  • Augment your income with an annual fee based on assets and proprietary product credits
  • Stay informed with easy-to-access tools and updates from Morningstar Investment Management

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