EXPERIENCED ADVISORS · PRACTICE HOSTING

Your client relationships.
Our operational support.

Build your practice under the Capital360Financial platform with support for the work behind your client relationships—from marketing to portfolio management and practice operations.

For experienced advisors who want more time with clients and a clearer operating structure, we offer a conversation about hosting your practice within our firm. Explore which responsibilities you want to delegate and how the arrangement may fit your business.

You lead the relationship.

Remain focused on understanding client priorities, building trust, communicating advice, and developing relationships. Your role and responsibilities are defined in the affiliation agreement.

We support the practice.

Bring agreed marketing, portfolio management, and operational support together under Capital360Financial. Define the service scope, workflows, responsibilities, and costs before making a commitment.

Support where your practice needs it.

  • Marketing and client communication: Coordinate marketing activity and firm-reviewed communications around your practice goals.
  • Portfolio management: Access the firm’s investment management approach, research, implementation, and monitoring within the agreed service scope.
  • Practice operations: Coordinate onboarding, documentation, administrative workflows, and day-to-day processes.
  • Practice development: Review how your operating model, client service, and market focus can support the practice you want to build.

A service model with defined costs.

FIXED-FEE SUPPORT

Choose the help you need.

Agree on flat fees for a defined set of support services. The engagement specifies deliverables, responsibilities, and any services or costs outside the scope.

FULL-SERVICE PRACTICE HOSTING

Capped at 28% of practice profit.

The comprehensive model covers agreed practice operations, marketing, and portfolio management so you can focus on relationship management. The profit-sharing fee is capped at 28% of practice profit, as defined in the written agreement.

We confirm the profit calculation, included expenses, service scope, payment terms, and responsibilities before you join.

Evaluate the fit for your business.

Compare your current operating costs and workload with the proposed services and fees. Share the size and structure of your practice, the clients you serve, the markets and languages you work in, and where you need support.

Build your next chapter with intention.

Schedule a Practice Hosting Consultation to discuss your priorities, operational needs, the service model, and next steps.

Discuss Hosting Your Practice

45 minutes via Zoom · Explore a market you want to serve →

Participation, affiliation, and services are subject to firm approval, applicable requirements, and a written agreement. Margins and growth depend on your practice economics and are not guaranteed. The fee cap refers to the agreed definition of practice profit; it is not a percentage of client assets.