Curian launches fee-only SMA program
The program assists advisers with the practice-management issues associated with shifting to a fee-based model.
Curian Capital LLC, a registered investment adviser that provides fee-only separately managed accounts, has launched a transition program designed to support advisers as they move their clients from traditional investment assets to the firm’s platform.
The program is a turnkey solution that assists advisers with the practice-management issues associated with shifting to a fee-based model.
The suite of services includes peak-performance adviser education workshops, tax-harvesting capabilities, a customized masters consulting practice analysis and Curian concierge services for qualified advisers.
As part of the program, Denver-based Curian will work with qualifying financial advisers to help determine which clients meet the optimal profile for transitioning to a Curian custom-style portfolio.
The firm’s regional business consultants also facilitate subsequent educational meetings with the advisers’ clients to explain the benefits of converting to a fee-based separately managed account.
The program will also generate a masters consulting plan that projects a business valuation of the adviser’s practice over the next 15 years.
Curian, a subsidiary of London-based Prudential PLC, had $3.5 billion in assets under management as of Dec. 31.
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