Please complete this short survey before renewing your Full membership.
Which of the following best describes your profession?
Financial Planner / Wealth Manager
Approximately, how many advisors work at your firm?
Approximately, how many clients does your firm serve?
Outside of the U.S., what are the major countries your firm serves?
What is your firms approximate AUM?
Please list the custodians your firm uses.
How many hours do you spend working with compliance? Are there any compliance needs we can help address?
Find an Advisor Profile
Example: Inbound/Outbound Planning, Business Owner Planning, Global Investment Management, International Real Estate, Life Planning, Financial Transition Management
About the Advisor
Which countries do you have expertise in?
Ways Advisor Charges
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Please answer all of the questions. Some answers can be found in your firm's ADV.