Interested in becoming a Financial Advisor with Applied Capital?
Applied Capital is looking to add additional Financial Advisors to its network of independent advisors. As a Registered Investment Advisor (RIA) Firm, Applied Capital offers advisors the framework to run an independent practice that is completely transparent to the client and extremely efficient for the advisor — a win win.
Who We Are
Applied Capital is a full-service financial and investment advisory firm structured as a modern network built around forward-thinking, like-minded Financial Advisors. Our Financial Advisors can offer a complete lineup of investments, insurance, and financial planning services without the high costs or conflicts of interest that come with being tethered to a large firm. Each advisor transparently controls their respective practice and client relationships without the common industry restrictions such as non-compete or non-solicitation agreements.
What We Offer
- Fiduciary client relationship
- Modern, user-friendly, plug-&-play, fee-based platform
- Ability to work remotely -- cloud-based software
- Ability to service investment clients in all 50 states
- Advisor ownership of their book of business
- Advisor payouts starting at 75% with attainable scaling payouts to 95%
- No account minimums
- Advisor control over client fee, subject to a firm maximum
- Extensive list of insurance contracts with 100% payout, no overrides or commission splits
- Custom technology package designed to increase efficiency and mobility. Automated and paperless account setup.
- Ability to connect, manage, and bill for held-away assets
- Initial training, transition assistance, and continued support
New Financial Advisors are rigorously vetted to ensure that a long-term relationship is mutually beneficial for current and future advisors in the Applied Capital network. During that vetting process we open our doors so each Financial Advisor can clearly see what we are and what we are not. Join our community of like-minded advisors to improve the value add to your clients while accelerating the growth of your practice.