Relationship managers are the cornerstone in providing you - the advisor - with the personal service you deserve. All of our team members have worked with hundreds of RIAs and are experienced in educating advisors on all different aspects of building and operating an RIA business. From the start of your practice and the transferring of your assets to the continued day to day operations, our relationship managers are on hand to support your day-to-day needs, so you can focus on serving your clients.

Startup

Our relationship managers can direct you to knowledgeable professionals to assist you with setting up your new firm, addressing legal and compliance issues, and establishing your office.

Transfer

Our conversion services for advisors streamline the process of setting up new accounts and transferring assets. These services are available to all advisors.

At TradePMR, we're committed to making sure you never have to face challenges alone. No matter what kind of issue your business is faced with, we offer a solution that's right for you.