Sheila Cuffari-Agasi
Senior Vice President
Partner Development
United Planners
Not Your Typical Hybrid Firm
The DOL has motivated firms to adopt new business practices in order to meet a higher standard. I am pleased to see the industry embracing the Fiduciary Standard and the tacit acknowledgement that charging clients excessive fees through multiple sources typically adds unnecessary costs and rarely provides additional value to clients. The new regulations do not just pertain to Brokers & Advisors (i.e., commission vs fee) and doing the right thing for the client. The regulations also address Custodians, Clearing Firms, BDs, RIAs, Sponsors, Money Managers and other “layers” that have typically been inserted into the hierarchical fee structures that clients pay. The key to the DOL Fiduciary rule is to offer conflict-free advice to clients while ensuring fees are both reasonable & prudent, enabling clients the best value proposition for the rendered services.
Value, open architecture and destiny control are just a few of the many reasons why I’m proud to work with United Planners Financial Services. United Planners has been forward thinking since its inception in 1987 and continues to lead the industry with its ability to remain cutting edge in its mindset while anticipating and adjusting to the evolutionary processes of this industry. Associated advisors value United Planners true independence which empowers freedom of custodial choice without proprietary products or platform fees for use of third party custodians or money managers. Having the right BD/RIA partner is the first step to fulfilling your fiduciary obligations while maintaining your independence.
United Planners is committed to keeping costs low, enabling advisors to offer their clients the best possible value while adhering to their fiduciary role. This is why United Planners is a Partnership of quality investment professionals mutually committed to exceeding client expectations. If you think you may meet the high standards of affiliation with United Planners, contact Partner Development for more information.
UNITED PLANNERS (UP) is a Hybrid Friendly Broker Dealer and RIA structured as a Limited Partnership. Qualifying representatives share in the firm’s annual profits and receive top payouts.
UP’s rich culture has manifested itself as a direct result of the high quality advisors and key back office personnel united over the last 28 years. Representatives benefit from business solutions created to make the advisor and their staff more efficient.
United Planners encourages the hybrid advisor and offers low cost open architecture options under the Firm RIA, or as an Independent RIA.
We service. We care. We share (profits).
Contact Partner Development for more information at 800-966-8737.
