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Fee-Based Planning

Looking for a way to diversify and grow your business? Consider offering fee-based solutions.

Today's investors need an advisor who's engaged in their overall financial well-being. Someone who's able to provide education, planning services, and products to help guide them toward reaching their goals. 

And you, like most advisors, may be seeking ways of diversifying your practice to differentiate your value and boost your income. Offering fee-based solutions provides the opportunity to do both.

Opportunity: Fee-Based Planning Services

Bring more value to clients by offering services to meet their financial planning and consulting needs. Each service enables you to engage clients with ready-to-use tools, and backs you with an experienced support team. Access exclusive details:

Financial Planning Personalized financial planning
Executive Planning Personalized financial planning for executive clients
Business Consulting Customized exit strategies for business owners
Employer Sponsored Services Financial planning or seminar services for employee groups

As an advisor, you can benefit from offering Principal Securities' fee-based services:

  • Get compensated for your time and gain business stability, regardless of market or economic conditions
  • Strengthen client relationships and enhance your reputation as a financial advisor
  • Advise clients based on their total financial well-being while maintaining focus on their priorities

Your clients may benefit from financial planning – positioned and confident to achieve their goals with an actionable plan and an experienced advisor to guide them.


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