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Overview WRP has a vast array of advisory products and services available for you through our RIA, as an investment advisor representative (IAR). We are confident that you will find our pricing to be more favorable for you, than most all other IAR pricing options available through our competition. This detail is important to analyze, because it puts more fee income in your pocket over the years as you work to accumulate assets. Moreover, WRP does not have or promote proprietary money management programs. If you operate your own RIA, separate from the broker dealer, WRP can accommodate that arrangement as well. Our outside RIA firms must meet certain requirements along with full participation in our RIA compliance and surveillance program. Financial Planning - Fee for Service WRP representatives can provide financial planning services for their clients on a fee for service basis. Financial plans can be prepared utilizing our on-line software partner or through an approved software program utilized through an outside vendor. Advisory/Wrap-Fee options through National Financial Services Within the NFS platform, WRP has created several competitive and efficient options for our representatives to utilize on a wrap-fee basis. Representatives can choose to absorb trading costs or pass them along to the client. Under either arrangement, the advisory fee selected is put through the representatives’ payout grid, with NO additional haircut taken by WRP. Other options are available for no cost trading accounts as well. NOTE: When utilizing National Financial (NFS) in general, representatives can have all account and transaction data automatically downloaded into StatementOne (See Technology Section). In doing so, the reporting capabilities for a NFS wrap account for example, becomes as competitive and detailed as those provided by third-party advisors. This then allows a WRP representative to build assets under management utilizing NFS as a platform and StatementOne as the reporting component, in a turn-key system with complete pricing flexibility. NFS also provides representatives access to more than 9,500 share class alternatives from over 400 popular and boutique fund families through Fidelity’s FundsNetwork. One of the largest fund platforms in the industry, the FundsNetwork allows you to efficiently offer and manage an extensive array of funds, from A, B and C share commission structures, as well as hundreds of no-load funds. Also, over 2000 funds are available with no transaction fees (NTF). Consolidated statements are available along with year-end tax reporting as well. Advisor CHANNEL, available through NFS, is an integrated analysis, trading and reporting system. This supplement to Streetscape is ideal for representatives who actively manage and rebalance portfolios, or support their own wrap program. Advisor CHANNEL allows trades and/or rebalancing to be entered individually or through block trading across multiple customer accounts. There are many additional features such as, "what if" performance analysis and advanced portfolio reporting. If you’re serious about leveraging technology to assist in building assets under management, (within a brokerage platform) Advisor CHANNEL could be the solution. Third-Party Money Management Options The following is a partial listing of our approved third-party money mangers. All of the fees paid to WRP from our outside vendors are passed directly through your payout grid without any additional haircut. As is our policy with available products, if you need WRP to add an additional third-party manager, we will evaluate those requests promptly as well.
More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence. Member: |