To serve and enhance the wealth management needs of your clients, our advisory solutions offer flexibility and choice. We also understand the importance of your financial planning and consulting services as a part of this business, providing you with consultative support about your existing model as well as tools and resources to deepen and communicate your value proposition.
SFA supports a variety of models and will work with you to determine the path that fits with your growth objectives.
Third Party Asset Management
Third Party Asset Managers (TPAMs) and Turnkey Asset Management Programs (TAMPs) can enhance scalability and capacity. Many SFA advisors have found that the additional benefits such as asset class and manager style diversification allow them to focus their day-to-day management on other business development concerns and relationship management.
Advisors who prefer to leverage third-party asset managers to support their client investment needs have many options with SFA. These managers offer a variety of various strategies to invest in stocks, bonds, mutual funds, and ETFs with allocations matched to client risk tolerance for your mass-affluent and high net worth clients. More than 20 well-known and respected asset managers have been vetted and are available to you.
The experienced, entrepreneurial advisor has two options for wealth management services in which they function as advisor-as-portfolio-manager.
The Strategic Choice program is a wrap fee program sponsored by SFA with accounts custodied at Pershing LLC. This program allows experienced and properly registered advisory representatives to manage clients’ portfolios at Pershing utilizing all of the reports and features available through Pershing.
The program is available to your individual clients, high net worth individuals, pension and profit sharing plans, corporations, trusts, estates, charitable organizations, and other business entities.
Transaction-based pricing is available. More details about fees, billing and compensation can be found in the Strategic Choice Brochure on the SFA Website. See Disclosures | SFA ADV Part 2A: Appendix 1 for the Strategic Choice Program.
Other information including account size minimums and advisor experience criteria is also found in the brochure.
Strategic Blueprint, LLC is a Registered Investment Adviser (RIA), offering custodial services through TD Ameritrade Institutional. This program offers advisors the option to (1) maintain their registration with a broker-dealer for commission-based services by also affiliating with the Strategic Financial Alliance, Inc. or (2) conduct a fee-based advisory business with no broker-dealer affiliation.
In addition to advisor-as-portfolio-manager, Strategic Blueprint offers unified managed accounts with a universe of vetted managers, strategists and model portfolios.
For the advisor who needs a broad menu of investments, access to alternative investments and the flexibility to choose model portfolios, strategists, and asset managers, or design their own portfolios, Strategic Blueprint offers tools, resources, and support that independent advisors need.
Integrated technology includes Black Diamond, Salesforce, and Laserfiche. Most financial planning software will also integrate seamlessly with Strategic Blueprint. Both asset-based and transaction-based pricing are available. In addition, our pricing bundles reporting, CRM, and forms technology costs, as well as E&O and email services fees.
For more information about Strategic Blueprint, please contact firstname.lastname@example.org.
Strategic Blueprint and SFA are affiliated through common ownership.