Partner Program

CPAs, Financial Advisors, Brokers & Professionals: Earn 7-10% commissions on every qualified referral

💰 Calculate Your Potential Earnings

See how much you could earn per client referral

Client Target Allocation$2,500,000

$500k$5M

Number of Clients at This Size5 clients

1 client50+ clients

Investment Required

$500,000

Client pays this

Your Commission Rate

1-10 clients (7%)

Your Commission Per Client

$35,000

💰 Total Annual Commission

$175,000

5 clients × $35,000 per client

Quick Reference Examples at Your Current Rate (7%):

$2M client allocation:$28,000

$3M client allocation:$42,000

$5M client allocation:$70,000

High Commissions

Earn $17.5k-$50k per client

↑ Click to see calculator

Instant Approval

Get your dashboard immediately

↓ Click to apply now

Full Support

Marketing assets & training included

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Partner Qualification

Complete this form to get your personalized referral dashboard and commission tracking

Personal Information

Full Name *

Email *

Phone *

Job Title *

Business Information

Business/Firm Name *

Website (Optional)

State/Primary Location *

Client Profile

Minimum Client Size *

Maximum Client Size *

Estimated Annual Deal Volume (Optional)

Qualification

I currently work with high-net-worth clients earning $500k+ annually

Are you familiar with advanced tax mitigation strategies?

No problem! We provide comprehensive training on PSA tax strategies.

How did you hear about this program?

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