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Fixed Payout Structure

Fixed Payout Structure

What Sets FundEX Apart? 

Fundamentally, our business is to ensure that clients’ interests are being served. We feel this is best accomplished by aligning ourselves with highly regarded and well-respected financial advisors. In doing so, we are able to operate in a defined fee environment that is never in conflict with our regulatory obligations.

Being successful in our industry can mean many different things. Regrettably, most firms place sales production as one of the most important determinants of a “successful” financial planner. However, this perspective will invariably influence the dealer’s decision making and cloud its judgement. We believe that sales production is the very last measure to use when defining the success of an advisor. Indeed, a successful financial planning business is a by-product of always putting the clients’ interest first – not last.

Our flat-fee model allows us to objectively run a compliance-oriented dealership free from any production-based influence whatsoever.  When combined with our understanding that advisors need the most advanced technology and business support to maintain their edge in the industry, our model represents a compelling business platform for established client-centred planners. 

Is FundEX Right for You?

The purpose of this calculator is to provide greater insight into the potential savings you can incur operating under the FundEX platform.

Business Profile

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Percentage of assets under your management held in:

 
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Current Dealer Profile

 
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Fee Structure with FundEX

 
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The FundEX Difference... Is FundEX Right for You?

 
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To explore this opportunity further and begin to reward yourself for your own success, contact the VP Sales & Business Development for a confidential discussion.

Robert Corbett
VP Sales & Business Development
T: 1-800-324-6048 ext. 1240
E: rcorbett@fundex.com

FE trailer at 1%, DSC/LL trailer at 0.5%, DSC commission at 5%