With a wide variety of investment, insurance, annuity and ancillary products available via our robust strategic brokerage relationships, FundEX Associates are geared to help their clients with quality financial advice for life.

Nominee Account Information

For a copy of our nominee fee schedule, please click HERE

Fund Companies Through FundEX, our independent financial advisors have access to one of the broadest choices of products and services available to best serve your investment needs.  Some of our major partners include: