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APPRENTICE ADVISOR < $5M

  • Operational Support – Billing, Phone, Processing, Etc.
  • Technology Integration - Orion
  • Flexible Custodial Relationships
  • Jefferson National Fee Based Variable Annuities
  • Dedicated Advisor Consultant
  • Annual Review – Camelot Charitable Consultant
  • Annual Review – Camelot Wealth Consultant

PARTNER ADVISOR > $5M

Full Apprentice Experience +

Camelot Charitable Consultant: Unlimited Access

Camelot Wealth Consultant: Unlimited Access

Camelot Marketing Consultant: Quarterly Calls

Client Events: Live City Visits & Marketing Support

Grant Access:  Charitable Donation Matching

Camelot Marketing Consultant: Quarterly Calls

Brand Consulting Discount Available


PRIVATE ADVISOR

Full Partner Experience +

Advanced Investment Strategies for High Net Worth

Qualified Replacement Properties (QRP)

Private Equity (Subject to Different Fees)

Custom Built Portfolios & Option Writing

Highly Concentrated Position Exit Strategies