Fee-Only Transformation
Evolve simplifies the transition from a commission-based to a fee-only advisory model. We provide a first-to-market solution that allows you to move away from regulatory complexities while continuing to serve your clients and manage their existing assets for an advisory fee.
Are you ready to Evolve?
- You have commissionable accounts
- You’re tired of regulatory complexities
- You want to go fee-only
- You want to continue serving clients
What types of assets and
accounts are eligible?
Evolve is designed to support accounts/assets that can be serviced by a registered investment advisor acting solely in a fiduciary capacity.
- Direct-held mutual funds
- Variable annuities
- Variable universal life
Differentiators
Pioneering Expertise
Mutual Group pioneered this transition solution, making us an industry leader. Go fee-only, drop FINRA registration, and continue serving your clients with a win-win-win approach.
Streamlined Efficiency
Our Evolve team handles the heavy lifting, from electronic paperwork to asset movement tracking, ensuring a seamless transition.
Integrated Technology
Gain immediate access to the Evolve portal and Orion reports, providing essential connections and client insights.
Dedicated Service
Leverage our experienced Evolve service team, your dedicated liaison for all service requests and account inquiries. Say goodbye to lengthy calls with product companies.
Insurance Solutions Desk
A consultative Insurance Solutions Desk offering strategic product guidance, case design expertise, and service that supports your client’s needs.