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Money Manager - Compensation: Fee Based

This concept is appropriate for those who want to offer only fee-based portfolio management service and need Broker WebStation to streamline their operation, cut costs, increase productivity and improve client services affordably.

Money Managers manage client portfolios on a discretionary basis according to predefined parameters and/or strategies. may charge a flat fee, a percentage of assets under management, or a percentage of profits on portfolios under management.
Money Managers may charge a flat fee, a percentage of assets under management, or a percentage of profits on portfolios under management.

Broker WebStation enables Money Managers with turnkey scalable trading and risk management solutions.
Through Broker WebStation, Money Managers have access to all investment products and financial services offered through Wallstreet*E (the introducing broker dealer) and its partners.
Trades placed through Broker WebStation will be processed through Wallstreet*E and executed by Ridge Clearing, a Division of Automatic Data Processsing, Inc.
All trades are cleared by and accounts are held in custody by Ridge Clearing, a Division of Automatic Data Processsing, Inc.
Broker WebStation may be "private labeled" empowering Money Managers with "Big Enterprise" capabilities. On the internet, Money Managers customers and prospects only see the Money Managers' name / logo.
Money Managers have ongoing support from WallStreetE's HCRM (Human Customer Relationship Management) staff to help them with all aspects of servicing their clients and managing and growing their practice.

For consultation on specific questions or to receive additional information, please email or call our Broker/Advisor Customer Support Team at (800) 843-3340 Ext 421 or (305) 266-9133 ext 421 Ext 421.

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