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plan features

You can get started today with our Turnkey Fund List which has been designed with you, the Registered Representative, in mind. The Fund List is available through our custodian Matrix.

  • 205 + multiple fund family funds through Matrix
  • Commissioned brand name funds
  • 50, 75 or 100 bps 12b-1 trail mutual funds

Advisor Choice 50bps fund list

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Advisor Plus 75bps fund list

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Advisor Select 100bps fund list

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*Need more customization?

If you are looking to create a customized fund list that goes beyond our Turnkey Fund List, you simply need to join our R2R Network and you will be able to pick and choose any of the funds through Matrix which offers over 17,000 funds.










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Compensation
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