And why working with a boutique firm like TradePMR might be a better fit.
TradePMR’s high-touch approach to service is matched with its Fusion technology, the top-rated custodial platform three of the last four years.2
TradePMR offers a flexible approach to pricing designed to fit RIAs’ unique businesses.
TradePMR has no retail offering and does not compete with advisors for their customers.
When RIAs Ask, TradePMR Answers: No call centers or long waits on hold – TradePMR team members are easily accessible, understand the RIA model, and are empowered to help.