You serve your clients.
We're here to help you.
A dealer-advisor relationship
based on mutual respect.
The result:
- Transparency — You are privy to detailed insight about Designed Wealth Management's operations, compliance, financial services, growth status and future plans.
- Customization and Flexibility — We invest in technology that works for you, whether it is top-of-the-line account onboarding or superior account access and trading systems.
- No product requirements or client quotas — True advisor independence means never being forced to sell company products or meet quotas.
- Competitive Fees — We offer pricing structured to support different practice sizes, customized to different business models.