Fee for Service

A growing number of advisors and investors are opting for a fee for service advisory model.

As a growing number of advisors and investors are opting for a Fee for Service (FFS) advisory model, we at B2B Bank Dealer Services are making it easier for advisors to manage fee collection and reporting, with automatic, pre-authorized debits from customer accounts.

Our enhanced reporting, available online to both dealers and advisors through Advisor Access, will allow for a more accurate snapshot of fee-based mutual funds vs. any non-fee-based mutual funds over a period of time or on an ad-hoc basis.

In addition, you will also have the option of negotiating higher fee ranges with your clients (0.25% to 2.50%)*.

Our FFS account is a practical option that provides your clients with the opportunity to hold fee-based mutual funds, while continuing to benefit from the advice and services you provide.

For more information about our FFS offering and enhanced model, please contact your Business Development Manager.

 

*Higher fee ranges are only available on the enhanced FFS model (FFS-B)

Banking That Works For Advisors®