{"componentChunkName":"component---src-templates-content-page-index-js","path":"/guide/advisor-solutions/wealth-management/advisor-managed-portfolios","result":{"data":{"article":{"title":"Manage Portfolios Yourself","slug":"guide/advisor-solutions/wealth-management/advisor-managed-portfolios","displayIntroOnArticlePage":null,"intro":{"intro":"With PPS Custom, actively manage client accounts on a discretionary basis using individual equity and fixed income instruments, mutual funds, annuities, ETFs, and alternative investments. "},"topics":[{"slug":"wealth-management","name":"Wealth Management","image":null,"customDisclosureText":null},{"slug":"advisory","name":"Advisory","image":null,"customDisclosureText":null},{"slug":"wealth","name":"Wealth","image":null,"customDisclosureText":null},{"slug":"advanced-planning","name":"Advanced Planning","image":null,"customDisclosureText":null},{"slug":"financial-planning","name":"Financial Planning","image":null,"customDisclosureText":null}],"content":{"json":{"nodeType":"document","data":{},"content":[{"nodeType":"heading-1","data":{},"content":[{"nodeType":"text","value":"Manage Portfolios Yourself","marks":[],"data":{}}]},{"nodeType":"heading-2","data":{},"content":[{"nodeType":"text","value":"More Control Over Client Solutions","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"With our Preferred Portfolio Services® (PPS) Custom advisory program, you act as portfolio manager and have full investment discretion over client accounts. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"PPS Custom is available through one of two programs:","marks":[],"data":{}}]},{"nodeType":"unordered-list","data":{},"content":[{"nodeType":"list-item","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"PPS Custom (Transactions):","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":" With this program, trading costs, including ticket charges and service fees, are charged per transaction and payable by you or your clients on an account-by-account basis. For a complete transaction schedule, click ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://assets.ctfassets.net/n2hmo29jg6jd/6i35dQsgyto5W6cvNJFc1r/3659131b025b10ab2f5fcd11d8bd5184/MKIT-1506-41380_PPS_Custom_Schedule_02-29-24.pdf"},"content":[{"nodeType":"text","value":"here","marks":[],"data":{}}]},{"nodeType":"text","value":".","marks":[],"data":{}}]}]},{"nodeType":"list-item","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"PPS Custom (Platform):","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":" With this solution, trading costs and the annual IRA maintenance fee are covered by an asset-based platform fee and payable by you or your clients on an account-by-account basis.","marks":[],"data":{}}]}]}]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c0tBmmMRpbRU20kPBR4sTi","type":"Entry","createdAt":"2024-05-07T16:36:28.590Z","updatedAt":"2024-05-07T16:36:28.590Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":2,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"spacer","contentful_id":"spacer"}},"contentful_id":"0tBmmMRpbRU20kPBR4sTi"},"fields":{"name":{"en-US":"Manage Portfolios_1"},"paddingValue":{"en-US":1}}}},"content":[]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c3iOgL9tvKPzpqPW8rdshp0","type":"Entry","createdAt":"2024-02-07T22:39:27.891Z","updatedAt":"2024-02-08T02:34:12.593Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":21,"revision":6,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"expandCollapse","contentful_id":"expandCollapse"}},"contentful_id":"3iOgL9tvKPzpqPW8rdshp0"},"fields":{"title":{"en-US":"MPY_EC2"},"type":{"en-US":"Read More/Less"},"collapsed":{"en-US":{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"PPS Custom Platform Fee Schedule","nodeType":"text"},{"data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c5yXYAmxaYfoPQyhWhBN6Wz","type":"Entry","createdAt":"2024-01-25T20:43:44.581Z","updatedAt":"2024-05-07T16:28:47.568Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":12,"revision":2,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tooltip","contentful_id":"tooltip"}},"contentful_id":"5yXYAmxaYfoPQyhWhBN6Wz"},"fields":{"title":{"en-US":"Manage Portfolios Yourself_Tool Tip_Platform Fee Schedule"},"label":{"en-US":"Tool Tip_Platform Fee Schedule"},"body":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"\rThis applies to both IARs working under Commonwealth’s corporate RIA and those maintaining their own RIA for the purpose of providing investment management.","marks":[],"data":{}}]}]}}}}},"content":[],"nodeType":"embedded-entry-inline"},{"data":{},"marks":[],"value":"","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"With this option, the asset-based platform fee covers trading costs and the annual IRA maintenance cost. The fee starts at 5.0 bps, is on a sliding scale blending down, and is calculated based on the household value of PPS Custom platform assets. This fee is charged to the client or subsidized by you. ","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}},"content":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c1iROtdFc6i2x0uRYYVJ28s","type":"Entry","createdAt":"2024-02-02T15:42:59.384Z","updatedAt":"2024-02-21T20:32:29.761Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":115,"revision":29,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"customRichText","contentful_id":"customRichText"}},"contentful_id":"1iROtdFc6i2x0uRYYVJ28s"},"fields":{"title":{"en-US":"MPY_CRTM_platformFeeSchedule"},"content":{"en-US":"<figure class=\"table\" style=\"width:100%;\"><table><tbody><tr><td style=\"background-color:#304a3d;width:50%;\"><span style=\"color:rgb(255,255,255);\">Household Assets</span></td><td style=\"background-color:#304a3d;width:50%;\"><span style=\"color:rgb(255,255,255);\">Platform Fee (bps)¹</span></td></tr><tr><td><span style=\"color:rgb(111,108,105);\">First $250,000</span></td><td><span style=\"color:rgb(111,108,105);\">5.0</span></td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $250,000</span></td><td>4.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $500,000</span></td><td>3.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $1,500,000</span></td><td>2.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Above $2,500,000</span></td><td>1.0</td></tr></tbody></table></figure><p><span class=\"text-small\" style=\"color:hsl(30,3%,42%);\">¹ The fee is household-based and calculated on a blended basis, with a minimum annual account fee of $100.</span></p><p><span class=\"text-small\">Additional charges may apply:</span></p><ul><li><span class=\"text-small\">A $1 fee per options contract will be charged, payable by you or your clients.</span></li><li><span class=\"text-small\">Transaction charges of $15 for buys and sells and a maximum of $3 for periodic investment plans (PIPs) and systematic withdrawal plans (SWPs) will apply in the following mutual fund families: Dimensional Fund Advisors, Dodge &amp; Cox, and Vanguard.</span></li><li><span class=\"text-small\">A $20 annual paper document fee ($5 per quarter) per account will be charged to offset costs associated with mailings of trade confirmations and statements. The party paying the platform fee (advisor or client) is also responsible for paying the $5 quarterly fee unless the client signs up for e-notification (e-delivery) for both trade confirmations and statements, in which case the fee will be waived. For the fee waiver to apply, accounts must be set up for e-delivery by the last day of the prior quarter.</span></li></ul>"},"styling":{"en-US":["Tables - No vertical borders"]}}}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"","marks":[],"data":{}}]}]}}}}},"content":[]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c6vA1dRICNPKRL8zcMfInPQ","type":"Entry","createdAt":"2024-02-07T22:40:49.780Z","updatedAt":"2024-02-21T20:33:42.324Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":28,"revision":8,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"expandCollapse","contentful_id":"expandCollapse"}},"contentful_id":"6vA1dRICNPKRL8zcMfInPQ"},"fields":{"title":{"en-US":"MPY_EC3"},"type":{"en-US":"Read More/Less"},"collapsed":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"PPS Custom Variable and Fixed-Indexed Annuities","marks":[],"data":{}},{"nodeType":"text","value":" ","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":" ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"You can also use fee-based variable and fixed-indexed annuities within the PPS Custom program to deliver features such as downside protection, tax-deferred earnings growth, and lifetime income guarantees. Commonwealth has developed relationships with many providers, giving you many products to choose from.  ","marks":[],"data":{}}]}]}},"content":{"en-US":{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"As the annuity landscape becomes more robust and transparent, we will continue to offer innovative solutions as they come to market.  ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Minimum Account Size:\n","nodeType":"text"},{"data":{},"marks":[],"value":"$25,000","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Client Management Fee:\n","nodeType":"text"},{"data":{},"marks":[],"value":"This is set by the advisor, up to a maximum of 2.25 percent, and subject to program guidelines.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}}}}},"content":[]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"tJD3pHEQylOlfZecis2Ih","type":"Entry","createdAt":"2024-01-25T20:48:59.058Z","updatedAt":"2024-04-30T18:43:07.024Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":20,"revision":4,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"cta","contentful_id":"cta"}},"contentful_id":"tJD3pHEQylOlfZecis2Ih"},"fields":{"name":{"en-US":"Manage Portfolios Yourself_Circular CTA_Delegate Portfolio Management"},"ctaType":{"en-US":"Small Circular Image"},"headline":{"en-US":"Select from a range of investment programs to help you simplify and scale your business."},"buttons":{"en-US":[["Delegate Portfolio Management","/guide/advisor-solutions/wealth-management/delegate-portfolio-management"]]}}}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"","marks":[],"data":{}}]}]}},"featuredImage":{"description":"","title":"MPY_Meta_Img","file":{"url":"//images.ctfassets.net/n2hmo29jg6jd/2nRoyIpaI7sozPKg4h9fEF/092ff3eb8e19377a96f096b9d5679f12/DPK_Meta_Images_ManagePortfoliosYourself.png"}},"headline":null,"footerFeaturedArticles":null,"cta":null,"hideFooterCta":true,"seo":null},"allTopics":{"edges":[{"node":{"name":"Advanced Planning","slug":"advanced-planning"}},{"node":{"name":"Advisor Marketing","slug":"advisor-marketing"}},{"node":{"name":"Advisor360°","slug":"advisor-360"}},{"node":{"name":"Advisory","slug":"advisory"}},{"node":{"name":"Brand","slug":"brand"}},{"node":{"name":"Business Consulting","slug":"business-consulting"}},{"node":{"name":"Business Solutions","slug":"business-solutions"}},{"node":{"name":"Capital","slug":"capital"}},{"node":{"name":"Compliance","slug":"compliance"}},{"node":{"name":"Entrepreneurial Capital","slug":"entrepreneurial-capital"}},{"node":{"name":"Fee-Only","slug":"fee-only"}},{"node":{"name":"Financial Planning","slug":"financial-planning"}},{"node":{"name":"Financing Options","slug":"financing-options"}},{"node":{"name":"InfoSec","slug":"infosec"}},{"node":{"name":"Marketing","slug":"marketing"}},{"node":{"name":"Outsourcing","slug":"outsourcing"}},{"node":{"name":"Portfolio Management","slug":"portfolio-management"}},{"node":{"name":"Practice Management","slug":"practice-management"}},{"node":{"name":"RIA","slug":"ria"}},{"node":{"name":"Security","slug":"security"}},{"node":{"name":"Technology","slug":"technology"}},{"node":{"name":"Transition","slug":"transition"}},{"node":{"name":"Wealth","slug":"wealth"}},{"node":{"name":"Wealth Management","slug":"wealth-management"}},{"node":{"name":"[DEV] Test Topic","slug":"dev-test-topic"}}]},"recentFromTopic":{"edges":[{"node":{"title":"Program Pricing","slug":"guide/advisor-solutions/wealth-management/program-pricing","intro":{"intro":"Get rewarded as your assets within our PPS programs grow. 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"},"featuredImage":{"title":"DPM_Meta_Img","description":"","file":{"url":"//images.ctfassets.net/n2hmo29jg6jd/6IxfLM7bblnl6mXbOLqk8W/26941b458f08f8bddc8bf87896aaa0f9/DPK_Meta_Images_DelegatePortfolioManagement.png"}},"topics":[{"name":"Wealth Management","image":null,"slug":"wealth-management"},{"name":"Advisory","image":null,"slug":"advisory"},{"name":"Wealth","image":null,"slug":"wealth"}]}},{"node":{"title":"Partner with Associated Professionals","slug":"guide/advisor-solutions/wealth-management/associated-professional-partner","intro":{"intro":"One of the best ways to build your business and gain access to new clients is to develop a networking alliance with associated professionals."},"featuredImage":{"title":"PWAP_Meta_Img","description":"","file":{"url":"//images.ctfassets.net/n2hmo29jg6jd/3hLQUwRYcujAadg6s2TmHR/c19d9f7a115e3e01b3dcec1648a5a9d6/DPK_Meta_Images_PartneringWithAssociatedProfessionals.png"}},"topics":[{"name":"Wealth Management","image":null,"slug":"wealth-management"},{"name":"Advisory","image":null,"slug":"advisory"},{"name":"Wealth","image":null,"slug":"wealth"},{"name":"Advanced Planning","image":null,"slug":"advanced-planning"},{"name":"Financial Planning","image":null,"slug":"financial-planning"}]}},{"node":{"title":"Consulting for a Fee","slug":"guide/advisor-solutions/wealth-management/consulting-for-fee","intro":{"intro":"Your clients need more than investment management. That's why we offer in-house consulting programs that compensate you for the valuable services you provide. "},"featuredImage":{"title":"CFAF_Meta_Img","description":"","file":{"url":"//images.ctfassets.net/n2hmo29jg6jd/4JdjRBL8XDcmWrMq23o6J5/48ae700fcfa9c19c96bedeffb6445678/DPK_Meta_Images_ConsultingForAFee.png"}},"topics":[{"name":"Wealth Management","image":null,"slug":"wealth-management"},{"name":"Advisory","image":null,"slug":"advisory"},{"name":"Wealth","image":null,"slug":"wealth"},{"name":"Advanced Planning","image":null,"slug":"advanced-planning"},{"name":"Financial Planning","image":null,"slug":"financial-planning"}]}}]},"global":{"articleFooterCta":null,"disclosureText":null,"sidebarMenu":{"json":{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"","nodeType":"text"},{"data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c12KDXiXNyYIibYkZMFqXqc","type":"Entry","createdAt":"2024-01-29T19:11:27.026Z","updatedAt":"2024-04-16T14:17:50.351Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":25,"revision":9,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"contentPage","contentful_id":"contentPage"}},"contentful_id":"12KDXiXNyYIibYkZMFqXqc"},"fields":{"title":{"en-US":"Advisor Solutions"},"slug":{"en-US":"guide/advisor-solutions"},"intro":{"en-US":"Hone your competitive edge with advisor-focused solutions, transformational tools, and expert guidance to help you run your business the way you need to."},"content":{"en-US":{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Advisor Solutions","nodeType":"text"}],"nodeType":"heading-1"},{"data":{},"content":[{"data":{},"marks":[],"value":"Hone your competitive edge with advisor-focused solutions, transformational tools, and specialized guidance to help you run your business the way you need to.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c355oIMWV5xG8FP03Dsnts4","type":"Entry","createdAt":"2024-01-29T15:22:13.514Z","updatedAt":"2024-05-01T21:26:08.685Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":244,"revision":17,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"customRichText","contentful_id":"customRichText"}},"contentful_id":"355oIMWV5xG8FP03Dsnts4"},"fields":{"title":{"en-US":"AS_CRTM_BoxModule"},"content":{"en-US":"<figure class=\"table\" style=\"width:100%;\"><table class=\"ck-table-resized\" style=\"border:1px solid #ffffff;\"><colgroup><col style=\"width:30.06%;\"><col style=\"width:4.08%;\"><col style=\"width:31.57%;\"><col style=\"width:4.08%;\"><col style=\"width:30.21%;\"></colgroup><tbody><tr><td style=\"background-color:#f8f8f8;border:1px solid #f8f8f8;padding:2em;vertical-align:top;\"><h3 style=\"text-align:center;\"><span style=\"color:#304a3d;\"><i>&nbsp;</i></span></h3><h3 style=\"text-align:center;\">Business&nbsp;<br>Solutions</h3><p style=\"line-height:1.5;\">Access consulting, solutions, and capital to help your business thrive as your needs evolve.</p></td><td style=\"border:1px solid #ffffff;vertical-align:top;\" rowspan=\"2\">&nbsp;</td><td style=\"background-color:#f8f8f8;border:1px solid #f8f8f8;padding:2em;vertical-align:top;\"><h3 style=\"text-align:center;\"><span style=\"color:#304a3d;\"><i>&nbsp;</i></span></h3><h3 style=\"text-align:center;\">Wealth Management</h3><p style=\"line-height:1.5;\">Access holistic investment solutions, expertise, and support to help your clients achieve their goals.</p></td><td style=\"border:1px solid #ffffff;vertical-align:top;\" rowspan=\"2\">&nbsp;</td><td style=\"background-color:#f8f8f8;border:1px solid #f8f8f8;padding:2em;vertical-align:top;\"><h3 style=\"text-align:center;\"><span style=\"color:#304a3d;\"><i>&nbsp;</i></span></h3><h3 style=\"text-align:center;\">Technology</h3><p style=\"line-height:1.5;\">Get powerful, customizable, and secure platforms designed to streamline your office and power your business.</p></td></tr><tr><td style=\"background-color:#e7f1f9;border:1px solid #f8f8f8;padding:.5em;\"><h4 style=\"text-align:center;\"><a href=\"/guide/advisor-solutions/business-solutions\"><span style=\"color:#304a3d;\">Learn More</span></a></h4></td><td style=\"background-color:#e7f1f9;border:1px solid #ffffff;padding:.5em;\"><h4 style=\"text-align:center;\"><a href=\"/guide/advisor-solutions/wealth-management\"><span style=\"color:#304a3d;\">Learn More</span></a></h4></td><td style=\"background-color:#e7f1f9;border:1px solid #f8f8f8;padding:.5em;\"><h4 style=\"text-align:center;\"><a href=\"/guide/advisor-solutions/technology\"><span style=\"color:#304a3d;\">Learn More</span></a></h4></td></tr><tr><td style=\"border:1px solid #ffffff;\" colspan=\"5\">&nbsp;</td></tr><tr><td style=\"background-color:#f8f8f8;border:1px solid #f8f8f8;padding:2em;vertical-align:top;\"><h3 style=\"text-align:center;\"><span style=\"color:#304a3d;\"><i>&nbsp;</i></span></h3><h3 style=\"text-align:center;\">Advisor&nbsp;<br>Marketing</h3><p style=\"line-height:1.5;\">Rely on growth-oriented marketing resources and a consultative approach to help your firm stand out from the crowd.</p></td><td style=\"border:1px solid #ffffff;vertical-align:top;\" rowspan=\"2\">&nbsp;</td><td style=\"background-color:#f8f8f8;border:1px solid #f8f8f8;padding:2em;vertical-align:top;\"><h3 style=\"text-align:center;\"><span style=\"color:#304a3d;\"><i>&nbsp;</i></span></h3><h3 style=\"text-align:center;\">Compliance</h3><p style=\"line-height:1.5;\">Benefit from the knowledge and guidance of a partner that doesn't lead with “no.”</p></td><td style=\"border:1px solid #ffffff;vertical-align:top;\" rowspan=\"2\">&nbsp;</td><td style=\"border:1px solid #ffffff;padding:2em;vertical-align:top;\">&nbsp;</td></tr><tr><td style=\"background-color:#e7f1f9;border:1px solid #f8f8f8;padding:.5em;\"><h4 style=\"text-align:center;\"><a href=\"/guide/advisor-solutions/advisor-marketing\"><span style=\"color:#304a3d;\">Learn More</span></a></h4></td><td style=\"background-color:#e7f1f9;border:1px solid #f8f8f8;padding:.5em;\"><h4 style=\"text-align:center;\"><a href=\"/guide/advisor-solutions/compliance\"><span style=\"color:#304a3d;\">Learn More</span></a></h4></td><td style=\"border:1px solid #ffffff;padding:.5em;\">&nbsp;</td></tr></tbody></table></figure>"},"styling":{"en-US":["Tables - No vertical borders"]}}}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}},"hideFooterCta":{"en-US":true}}}},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Advisor 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","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}},"content":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c1iROtdFc6i2x0uRYYVJ28s","type":"Entry","createdAt":"2024-02-02T15:42:59.384Z","updatedAt":"2024-02-21T20:32:29.761Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":115,"revision":29,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"customRichText","contentful_id":"customRichText"}},"contentful_id":"1iROtdFc6i2x0uRYYVJ28s"},"fields":{"title":{"en-US":"MPY_CRTM_platformFeeSchedule"},"content":{"en-US":"<figure class=\"table\" style=\"width:100%;\"><table><tbody><tr><td style=\"background-color:#304a3d;width:50%;\"><span style=\"color:rgb(255,255,255);\">Household Assets</span></td><td style=\"background-color:#304a3d;width:50%;\"><span style=\"color:rgb(255,255,255);\">Platform Fee (bps)¹</span></td></tr><tr><td><span style=\"color:rgb(111,108,105);\">First $250,000</span></td><td><span style=\"color:rgb(111,108,105);\">5.0</span></td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $250,000</span></td><td>4.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $500,000</span></td><td>3.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Next $1,500,000</span></td><td>2.0</td></tr><tr><td><span style=\"color:rgb(111,108,105);\">Above $2,500,000</span></td><td>1.0</td></tr></tbody></table></figure><p><span class=\"text-small\" style=\"color:hsl(30,3%,42%);\">¹ The fee is household-based and calculated on a blended basis, with a minimum annual account fee of $100.</span></p><p><span class=\"text-small\">Additional charges may apply:</span></p><ul><li><span class=\"text-small\">A $1 fee per options contract will be charged, payable by you or your clients.</span></li><li><span class=\"text-small\">Transaction charges of $15 for buys and sells and a maximum of $3 for periodic investment plans (PIPs) and systematic withdrawal plans (SWPs) will apply in the following mutual fund families: Dimensional Fund Advisors, Dodge &amp; Cox, and Vanguard.</span></li><li><span class=\"text-small\">A $20 annual paper document fee ($5 per quarter) per account will be charged to offset costs associated with mailings of trade confirmations and statements. 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with Us&nbsp;</h3><p style=\"line-height:1.5;margin-left:0px;\"><strong>Acquisition strategies: </strong>Identify acquisition opportunities and position your firm to attract sellers.&nbsp;</p><p style=\"line-height:1.5;margin-left:0px;\"><strong>Succession planning:</strong> Assess options for internal or external succession and prepare your business for an eventual exit.&nbsp;</p><p style=\"line-height:1.5;margin-left:0px;\"><strong>Matchmaking:</strong> Get help identifying the right buyer or successor for your practice.&nbsp;</p><p style=\"line-height:1.5;margin-left:0px;\"><strong>Valuation analysis:</strong> Calculate your firm's value based on market metrics and qualitative factors.&nbsp;</p><p style=\"line-height:1.5;margin-left:0px;\"><strong>Deal advocacy:</strong> Execute an M&amp;A deal from start to finish—including due diligence, valuation, term setting, financing, and contracting.&nbsp;</p><p style=\"line-height:1.5;margin-left:0px;\"><strong>Continuity:</strong> Plan for 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For a complete transaction schedule, click ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://assets.ctfassets.net/n2hmo29jg6jd/6i35dQsgyto5W6cvNJFc1r/3659131b025b10ab2f5fcd11d8bd5184/MKIT-1506-41380_PPS_Custom_Schedule_02-29-24.pdf"},"content":[{"nodeType":"text","value":"here","marks":[],"data":{}}]},{"nodeType":"text","value":".","marks":[],"data":{}}]}]},{"nodeType":"list-item","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"PPS Custom (Platform):","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":" With this solution, trading costs and the annual IRA maintenance fee are covered by an asset-based platform fee and payable by you or your clients on an account-by-account basis.","marks":[],"data":{}}]}]}]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c0tBmmMRpbRU20kPBR4sTi","type":"Entry","createdAt":"2024-05-07T16:36:28.590Z","updatedAt":"2024-05-07T16:36:28.590Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":2,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"spacer","contentful_id":"spacer"}},"contentful_id":"0tBmmMRpbRU20kPBR4sTi"},"fields":{"name":{"en-US":"Manage Portfolios_1"},"paddingValue":{"en-US":1}}}},"content":[]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c3iOgL9tvKPzpqPW8rdshp0","type":"Entry","createdAt":"2024-02-07T22:39:27.891Z","updatedAt":"2024-02-08T02:34:12.593Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":21,"revision":6,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"expandCollapse","contentful_id":"expandCollapse"}},"contentful_id":"3iOgL9tvKPzpqPW8rdshp0"},"fields":{"title":{"en-US":"MPY_EC2"},"type":{"en-US":"Read More/Less"},"collapsed":{"en-US":{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"PPS Custom Platform Fee Schedule","nodeType":"text"},{"data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c5yXYAmxaYfoPQyhWhBN6Wz","type":"Entry","createdAt":"2024-01-25T20:43:44.581Z","updatedAt":"2024-05-07T16:28:47.568Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":12,"revision":2,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tooltip","contentful_id":"tooltip"}},"contentful_id":"5yXYAmxaYfoPQyhWhBN6Wz"},"fields":{"title":{"en-US":"Manage Portfolios Yourself_Tool Tip_Platform Fee Schedule"},"label":{"en-US":"Tool Tip_Platform Fee Schedule"},"body":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"\rThis applies to both IARs working under Commonwealth’s corporate RIA and those maintaining their own RIA for the purpose of providing investment management.","marks":[],"data":{}}]}]}}}}},"content":[],"nodeType":"embedded-entry-inline"},{"data":{},"marks":[],"value":"","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"With this option, the asset-based platform fee covers trading costs and the annual IRA maintenance cost. 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The party paying the platform fee (advisor or client) is also responsible for paying the $5 quarterly fee unless the client signs up for e-notification (e-delivery) for both trade confirmations and statements, in which case the fee will be waived. 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","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"n2hmo29jg6jd","contentful_id":"n2hmo29jg6jd"}},"id":"c6KXDblk4RaG2grRG0rmU47","type":"Entry","createdAt":"2024-02-05T19:22:12.492Z","updatedAt":"2024-04-19T16:18:17.830Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment","contentful_id":"master"}},"publishedVersion":135,"revision":20,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tabs","contentful_id":"tabs"}},"contentful_id":"6KXDblk4RaG2grRG0rmU47"},"fields":{"name":{"en-US":"DPM_Tabs"},"type":{"en-US":"Style 2"},"headline1":{"en-US":"PPS Select"},"content1":{"en-US":{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"With PPS Select, you can spend more time understanding your clients' needs and goals—and then delegating the investment-related tasks to us, including:","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Evaluating and performing due diligence on each investment selection","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Monitoring individual holdings and portfolios to ensure that they align with established target weights","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Regularly rebalancing portfolio models to keep them aligned with the stated investment objective, benchmark, and tolerance levels","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Identifying and adjusting certain positions that become too risky or conservative","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"}],"nodeType":"unordered-list"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Investment Philosophy ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Depending on the model, the program may invest in mutual funds, ETFs, individual equities, and individual municipal fixed income instruments. The portfolios offered include active, passive, income, alternative, tax-aware, core/satellite, tactical, Dimensional Fund Advisors (DFA), and socially responsible investing (SRI) strategies with environmental, social, and governance (ESG) factors, as well as equity and fixed income SMAs.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Minimum Account Size ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Accounts may be established with assets as low as $1,000, depending on the model strategy. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Client Management Fee ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The client cost is a maximum advisor fee of up to 2 percent, plus the program fee. 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You select investment portfolios by aligning client risk tolerance, time horizon, and investment objectives to strategically or tactically managed mutual fund and ETF model portfolios. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"PPS Direct Money Managers ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"A sample list of our subadvisors includes: ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"PPS Direct American Funds","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"PPS Direct BlackRock","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"PPS Direct Russell Investments","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"}],"nodeType":"unordered-list"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Minimum Account Size","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Depending on the subadvisor’s investment minimum, assets may start as low as $5,000.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Client Management Fee","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The client cost is a maximum advisor fee of up to 2 percent, plus the program fee, which will vary based on subadvisor. Actual fees are based on the specific program and strategy.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}},"headline3":{"en-US":"PPS Direct SMA/UMA"},"content3":{"en-US":{"nodeType":"document","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"In partnership with Envestnet, a leading provider of wealth management technology solutions, the PPS Direct SMA/UMA platform offers advisors hundreds of institutional managers and strategies that can be used on a standalone basis or combined at your discretion. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"The SMA platform features a sophisticated web portal, with intuitive functionality and a robust product offering. You may select from a well-diversified array of managers providing a variety of high-conviction strategies. Each strategy is designed to meet a particular investment focus or specific style objective, offers tax-management capabilities through advisor-directed gain/loss harvesting, and allows you to restrict exposure to specific securities or industries. In addition, the platform offers SRI/ESG capabilities for investors looking to align their investment approach with sustainable values. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"The UMA platform allows you to implement a combination of SMA managers, mutual funds, and ETFs inside a single account. Under its open-architecture framework, you determine the overall asset allocation, as well as the underlying vehicle to be used in each asset class. Each account is automatically rebalanced, as needed, on an annual basis. Both clients and advisors benefit from the simplicity of one set of account-opening paperwork, one monthly and quarterly account statement, and one year-end Form 1099.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"PPS Direct Money Managers","marks":[{"type":"bold"}],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Commonwealth’s Investment Management and Research team conducts due diligence on a broad universe of potential strategies and creates a lineup in each of the major asset classes.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Minimum Account Size ","marks":[{"type":"bold"}],"data":{}}]},{"nodeType":"unordered-list","data":{},"content":[{"nodeType":"list-item","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"SMAs: $100,000–$250,000 per investment style ","marks":[],"data":{}}]}]},{"nodeType":"list-item","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"UMAs: $250,000 ","marks":[],"data":{}}]}]}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Client Management Fee","marks":[{"type":"bold"}],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"The client cost is the advisor fee plus the program fee, which will vary based on subadvisor. The total client cost cannot exceed 3 percent. Actual fees are based on the specific program and strategy. 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