MacNicol is pleased to offer Advisors a unique partnership opportunity to refer clients to our discretionary portfolio management program.
Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.
Advantages to refer a client:
- Advisor stays as primary relationship manager
- Advisor shares in 50%* of the management fee
- Clients often reduce their portfolio management fees
- Advisor delegates reporting and investment responsibility to us, creating more time to focus on growing their business
- Give client access to non-traditional assets such as commodities, private real estate, third party hedge funds and private equity through one single product and manger
- Customized and personalized client reporting and year end tax summarizing