Select from several advisory options from fee-based to commission-based. Choose the business model that works best for you and for your clients.

Strategic Blueprint, LLC is a Registered Investment Adviser (RIA), offering custodial services through Fidelity Clearing and Custody Solutions*, Schwab Advisor Services**,. This program offers you the option to (1) maintain your registration with a broker-dealer for commission-based services by also affiliating with the Strategic Financial Alliance, Inc. or (2) conduct a fee-based advisory business with no broker- dealer affiliation.

For more information about Strategic Blueprint, please click here.

Third Party Asset Managers (TPAMs) and Turnkey Asset Management Programs (TAMPs) can enhance scalability and capacity. Prefer to leverage third-party asset managers to support your client investment needs? These managers offer a variety of strategies to invest in stocks, bonds, mutual funds, and ETFs with allocations matched to client risk tolerance for your mass-affluent and high net worth clients.

The experienced, entrepreneurial advisor has two options for wealth management services in which the advisor functions as advisor-as-portfolio-manager.

The Strategic Choice program is a wrap fee program sponsored by SFA with accounts custodied at Pershing LLC. This program allows experienced and properly registered advisory representatives to manage clients’ portfolios at Pershing using all the reports and features available through Pershing.

Brokerage accounts are with an introduced relationship with Pershing LLC, an affiliate of BNY Mellon and a world leader in brokerage services. Through Pershing, you get access to advanced investment capabilities, from fast, precise trade execution and settlement to accurate, timely account statements.