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Freedom Wealth Alliance Branch Builder Program

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You have spent most of your career in the financial industry. You have made many acquaintances along the way. The big question on your mind is” Where do I go from here?”

Enter Freedom Wealth Alliance’s Branch Builder program. Our program has been uniquely designed for a skill set like yours. Now through an affiliation with Freedom Wealth Alliance you can build your FWA branch in any of our target market locations throughout the United States and receive the financial benefits for your efforts.

What You Do

  • Define your role: Branch Builder or dual role Branch Builder/Branch Manager (requires series 24)
  • Identify a possible branch location (We will assist with this)
  • You build the Advisor relationships
  • Receive commitments from Advisors (minimum $500k annual gross revenue per new branch location)
  • Choose Admin staff. (must be licensed series 7)
  • Recruit Advisors to the branch (best candidates’ min $300k T-12 / 60%+ Advisory)
  • Branch managers perform basic on-site tasks

What You Get

  • You hand select your entire branch staff. Work with the people you like best.
  • You receive compensation based on the profitability of the branch. The higher the profit, the higher your compensation.
  • Potential equity ownership in the branch (Branch Builder and FWA have rights of first refusal in the event of a sale)
  • Access to all F.W.A resources, department experts, access to FWA investment management platform, technology and basic startup training of your admin staff.
  • We supply all office equipment, furniture, decorations and signage.
  • We supply a base package of starter brochures and business cards.
  • We supply digital presence via our corporate FWA website.
  • Remote supervision with compliance oversight and guidance.
  • FWA digital recruiting assistance is available at no charge.
  • Enhanced operational tools like Riskalyze, Orion, Redtail, MCO
  • Access to LPL and Schwab custodial platforms.
  • Best practice tools and processes customized for your branch (takes 3 weeks)
  • We handle the advisory billing and provide a smooth monthly income each month with a summary statement emailed to each advisor along with year-end 1099s.
  • Through your FWA affiliation, your entire business has immediate succession contingencies for your family or heirs.

Disclaimer: The above information does not constitute a legal agreement between parties. All content is for information purposes only and should not be construed as promissory. Actual figures and tasks may vary from branch to branch due to variables beyond the scope of this illustration. Always consult with an attorney and tax advisor before entering into any business transaction.