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      Axtella

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      Avis sur Axtella

      Great Independent B/D, RIA - Avis employé Financial Advisor Axtella

      5,0
      31 janv. 2022
      Financial advisor
      Recommande
      Approbation du PDG
      Perspective commerciale

      Avantages

      Payout is very good for the industry I believe. They have a case planning department that will help with case design as part of your affiliation.

      Inconvénients

      As with many larger BD, RIA, compliance can rule the roost however that is the nature of the game. I am not a "corporate" type at all but I do believe they try their best and provide a family like atmosphere.

      Découvrez plus d’avis sur Axtella

      5,0
      28 janv. 2022
      Customer service associate
      Recommande
      Approbation du PDG
      Perspective commerciale

      Avantages

      Professional, flexible, supportive, great benefits and great environment

      Inconvénients

      Required knowledge is extremely deep and takes time, and business is extremely seasonal alongside market activity.

      4,0
      8 août 2023
      Financial advisor
      Recommande
      Approbation du PDG
      Perspective commerciale

      Avantages

      Payout grid higher than most - $75000 in investment and planning production starts at a 85% payout. No "Manager" - You run your business as you wish. There are not sales quotas. Continued Education - They really do want the advisors to move toward the advisor, Fee for Planning side of the business. They are many opportunities to learn more about the industry and improve your business. Wealth Planning Group - SPC has built a wealth planning group that is part of our affiliation fee. Call, email, or create a Zendesk ticket with all the different questions about planning.

      Inconvénients

      Slow on the tech rollout. We are still waiting for Docusign paperwork for many areas such as fee for planning. Starting to nickel and dime us. The monthly affiliation fee is fine and includes a good amount of resources, however, they are starting to make us pay for more software such as AdvicePay (it is positive we have advice pay).

      1
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