Fee-Based Business

The Advisory Business Model

Working for You

We are Independent, and our philosophy allows for maximum flexibility in where and how you maintain your client assets. Our platform & tools address the challenges you face when navigating the fee-based landscape.

Strenght
Stability
Support

Your structure.
Our resources.

Our flexible, open architecture platforms give you real choices to set up your practice in a way that works best for you and your clients’ unique financial goals. Customize fees and leverage our flexible custodian-neutral platform without unnecessary costs eating away at your revenue.

Less work.
More time to play.

Reduce the amount of time you used to spend on administrative tasks, so you can spend more time focusing on clients, building assets, and enjoying life. Become a more efficient asset manager with our streamlined, automated workflow and premier platform technology.

Everything you need.
Nothing you don’t.

Our professional money manager suite allows you to be flexible, giving you broad and direct access to third party managers. In any structure and on any platform you have choices.

Your DBA. Front and center.
Keep them focused on you.

We understand the trust that your clients have placed in your name, so we give you the freedom to customize your clients’ brokerage statements. Add the name and logo of your DBA to all brokerage statements your clients receive.

Real. Authentic.
Experienced.

We place great priority in knowing our advisors and their business model intimately so that we can effectively provide you with wise advice every call. Our staff have experience as advisors themselves and are here to improve your practice and streamline the way you do business.

Transparent Approach

Sharing our Tricks of the Trade.

At Center Street Securities we’ve developed a powerfully personal, transparent approach to financial planning and wealth management. We’re proud to have been in business for over 30 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry.

When you become a part of Center Street, we invite you to visit and learn with us so you can replicate our success in your own practice. Since each advisor we meet with is unique, and has unique life and financial experiences with their clients in their city, they each require their own roadmap. We custom-build your individual trajectory.

Your practice.
Your pricing structure.

Our custodian-neutral platform gives you complete freedom to set a pricing structure that is most suitable for your financial practice and your clients’ assets. Depending on the custodian you select, you will have the ability to choose between ticket- and asset-based pricing.

Keep more of your revenue
without sacrificing sophistication.

We can customize a compensation package specifically for you and the needs of your financial practice. With low ticket charges and competitive, high payouts, and a flat fees, CSS places you in a broker-dealer relationship that provides you with exceptional value.

Efficiency comes standard
with our built in fee billing.

Cost-effective fee billing solutions are hard to come by. Until we stepped in. Our platform provides you with a built-in tool that streamlines the tedious task of fee billing. Your office staff will love you for it.

Discounted pricing.
Our scale. Your savings.

Save money through our discounts and preferred pricing. Because of our size and scale, we are able to negotiate lower rates with many third party vendors. Be our guest — piggyback on our savings.

Better makes
it Bigger.

Our online portfolio is intuitive, easy to read, and easy to understand. We customize your clients’ online portal to align with your DBA, so they are immersed in your brand each time they log in — increasing retention and minimizing attrition. It’s built with you and your client in mind.

Simplified business processing with our proactive team.

1

Streamlined.

Most of our corporate officers began their careers as advisors themselves. Their experiences have shaped our culture, eliminating unnecessary steps and streamlining paperwork requirements.
2

Fast.

When you submit new business, our paperless system instantly alerts each member of our business processing team. They take a proactive approach, working with you to quickly fill in paperwork gaps and missing information, and processing all new business within one business day.
3

Accurate.

Your new business goes through several steps of error-proofing to make sure that it is processed correctly. The first time.
More than Numbers

The numbers are good. But there’s more to it than that.

Just looking at the numbers with Center Street Securities as a high-payout financial professional is enough to convince most that our way, is the way to go. But we care about a lot more than the numbers. We want to provide exceptional value to our broker-dealer relationship. As a rep-centric broker, we are focused on your perspective. Our own president is still an advisor himself, filling out the same paperwork and living under the same rules as you.

When he sees a process becoming too onerous, he is the first one to streamline it in order to make it easier for all of our Center Street Advisors. It’s another piece in the big picture. Our goal is to make your work easier, providing you with the absolute best in service, while still putting as much as possible back into your pocket.

Flat monthly fee

We can free you from the burden of surprise fee increases, high affiliation fees, and exorbitant branch inspection fees.

Low ticket charges.

Take advantage of our low ticket charges. Ticket charges do vary between clearing firm and custodians.

Weekly direct deposit.

Commissions are paid weekly every Friday via electronic funds transfer (EFT) directly to your bank account.

Be the Hero In the Trenches of the Financial Industry.