Advisor-Only. By Design.
Boutique where it counts. Scale when it matters.
Choose a partnership model that aligns with your practice — and grow with the support of a national platform built for independent advisors.
Keep Your Brand
Maintain full control of your client relationships
Leverage the Bench
Case design, underwriting, and operational support
Scale Your Practice
Flexible infrastructure that grows with you
Your Level of Partnership
Maximum Independence
Option 1
Full Control
Option 1
- Complete e-application via MSF iPipeline
- You manage all client communication
- No compensation split
Collaborative Approach
Option 2
Guided Support
Option 2
- MSF assists with discovery & onboarding
- You maintain client relationship
- No compensation split
Scale Efficiently
Option 3
Delegated Sales
Option 3
- MSF handles full sales process
- You stay informed throughout
- 50/50 compensation split
RIA Friendly
Option 4
Fee-Only Model
Option 4
- Built for fee-only advisors
- MSF handles full engagement
- All compensation to MSF
Let's Build Your Growth Strategy
Start the Conversation
Securities and investment advisory services offered through Osaic Wealth,
Inc., member
FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing
names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in all
fifty states. No offers may be made or accepted from any resident outside
the specific state(s) referenced. Osaic Wealth does not provide tax or legal
services.