Fee-Based Asset Management

Fee-based services continue to increase in popularity, as a growing segment of the investing public seeks a higher degree of professional guidance. For investment professionals, this emphasis opens up more opportunities for long-term client relationships. Mid Atlantic Financial Network makes it easier for you to meet the demand, with cutting-edge fee-based programs — all backed by the expertise of the nation’s leading money managers.

With the Mid Atlantic Financial Network, you have the option of operating your own Registered Investment Adviser, or you can operate under Mid Atlantic’s Registered Investment Adviser. An affiliation with our RIA provides for simple, streamlined solutions for fee based advice and products.

Product Management Group

The Mid Atlantic product management group is responsible for the selection and monitoring of our private money manager and hedge fund product offerings, preparing quarterly reports for you and your clients, and preparing written proposals. The product management group has been selecting and monitoring private money managers for more than 20 years and hedge fund managers for more than 10 years. We also frequently get new managers from our representative groups. If you have managers that you prefer, it is often not necessary to change, when you transition to the Mid Atlantic Financial Network. As long as your preferred managers are agreeable, we will do our due diligence on these managers and make the necessary contract arrangements for you to keep these managers.

Discretionary account management fees

With Mid Atlantic Financial Network, fees may be arranged in a variety of ways, regardless of which type of discretionary account management program you choose. Accounts may be structured on a comprehensive fee basis, including management fees, consulting fees, custody and trading, and reporting; or these services may be compensated separately.