Evidence of fee-based planning's increasing popularity is abundant. Since 1996, the assets in fee-based accounts have grown to over $769 billion. The advisory platform at Multi-Financial provides innovative and competitive fee-based asset management services that easily enable our Investment Advisor Representatives (IARs) to better serve their clients within regulatory guidelines. and in a profitable manner.

Our Advisory Services Department is dedicated to assisting IARs in transitioning from a commission-based structure to a fee-based business and in helping you grow your way. We provide a number of tools and resources to IARs to assist in this transition, and offer IARs the ability to earn recurring fee-based compensation in exchange for managing a client's investments. Our programs allow IARs to offer their clients a personal, long-term approach to their investment goals and objectives through asset allocation and monitoring, consolidated reporting, and periodic recommendations. For those looking to transition to a fee-based practice, we offer comprehensive training and support to help make that happen for you.

Traditional Financial Planning

• ING SmartWorksSM, our robust technology platform, provides integrated and detailed financial plans for your clients.
• Access experienced professionals to assist you in analysis and recommendations for your clients. These professionals include in-house attorneys and specialists with expertise in areas such as estate planning, tax planning and business continuation.

Asset Management Services

• Sophisticated full-color Quarterly Performance reports that can be customized by the IAR
• Ability to consolidate accounts for fees and reporting
• Asset-based quarterly fee
• Flexible payment methods
• Access to over 32,000 investment products, including no-load and load-waived mutual funds, ETFs, stocks, bonds, and variable annuities
• Monthly activity statements
• Ability to add historical cost basis and net amount invested
• Choice of seven accounting methods
• Access to advisor-directed programs or professional money manager programs
• Web-based program that produces over 65 reports - available 24 hours a day 7 days a week - free of charge

At Multi-Financial, you can expect personalized service and professional advice to help you grow your fee-based business.