Ausdal Financial Partners offers a wide array of investment advisory and brokerage services through a network of investment advisor representatives. The firm provides direct portfolio management through its Advisor Managed Account program, as well as access to third-party managed accounts, separately managed accounts, unified managed accounts, and turnkey asset management programs. Additionally, the firm offers retirement plan advisory services and financial planning consultations covering topics such as retirement, business planning, asset allocation, education funding, estate tax planning, and insurance analysis. Clients can choose between discretionary and non-discretionary account management. Custodial and clearing services are primarily facilitated through Pershing, Charles Schwab & Co., and Axos Advisor Services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.