If you are interested in maintaining your own RIA, while at the same time continuing to generate commissions, Summitís hybrid RIA solution may be right for you. Summitís hybrid solution allows advisors to benefit from the flexibility of having their own independent RIA, while at the same time leveraging the resources of Summit and its multiple clearing platforms to process their securities transactions.
Advisors can also benefit from Summitís proprietary Hybrid PRO platform
Summitís Hybrid PRO
SummitĎs Hybrid PRO, offered through our partnership with Pershing Advisory Services (PAS), is a comprehensive program designed to help you gather new assets, increase client retention and compete for high net worth individuals in an increasingly challenging environment.
Hybrid PROís open-architecture technology powered by Pershingís NetX360 is specifically designed to support both commission and fee-based business in a single, integrated environment.
PAS offers assistance in developing your overall business strategy, financial modeling, sales processes and marketing programs, as well as expert consulting to help you optimize technology, processes and workflows.
Summit is the firm to count on for Fee Flexibility with one of the most robust fee-based offerings in the industry.
Remember, while you may be independent, you are never alone!
Fee Flexibility Questions to Consider Clearing Firms