A cost-effective alternative to traditional asset management.
Portfolio Management
Plug in to our low cost, rules-based portfolios, or work with our team to create your own custom models and strategies. All of our services can be white labeled, putting you at the front of the conversation.
Communication
Our team of in-house experts is constantly working on providing content to help you and your clients make sense of the markets. This includes videos, newsletters, model rationale, and blog posts.
Coaching
You’re not in this alone. With vast experience across various areas of the financial services industry, the team at Advisor 123 knows exactly what it takes to start and run a successful advisory business.
Why Advisor 123?
Its no secret that the investment industry is being commoditized by robo services and fee compression. This presents a new set of challenges for advisors looking to deliver quality advice and extend their footprint. As you grow and scale, it becomes more and more difficult to give clients the care and service they deserve in helping them track and meet their goals.
As an advisor, how do you position yourself ahead of this evolving industry landscape and continue to drive value for your clients, all the while keeping costs reasonable?
That is why we created Advisor 123 – to help you take charge of your future. With a team of experienced investment professionals, we understand what it takes to run your practice. By utilizing a cost-effective structure, we help you scale your business in the most affordable way possible.
A Cost-Effective Approach
Yes, you can hire more staff, or even outsource these services to a traditional asset manager, but there is one major problem with this. As you scale your business, your costs continue to go up. You (and ultimately your clients) continue to pay more and more.
For the cost of less than an entry-level employee, Advisor 123 can provide you with a white-labeled holistic portfolio lineup, communication touchpoints, and coaching support and expertise to give you new ideas and ensure you are always top of mind with your clients.
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Open Architecture
Our process and portfolios can be implemented seamlessly across any custodial platform or portfolio accounting system.
Meet The Team
Derek Prusa, CFA, CFP®
Derek has worked in many roles within the financial industry – as a paraplanner, senior analyst, portfolio manager, and financial advisor.
Prior to founding Advisor 123, Derek was a key employee at one of the fastest growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he was in charge of managing over $3.8 billion in assets. He also co-founded Aspire Wealth Advisory, a client facing investment firm.
Derek holds his CFA and CFP® designations, and was included in the Think Advisor 30 under 30 list in 2015, being named a young professional transforming the industry.
Andrew VanDerSchaaf, CPA
Andrew has spent the last 7 years scaling one of the fastest-growing RIAs in the country, giving him a unique vantage point in the industry. With a passion for helping deliver smart, affordable financial advice, he has coached and trained hundreds of financial advisors on what it takes to build a successful practice and better serve their clients.
In addition to holding his Series 65 license Andrew is also a licensed public accountant, cutting his teeth in the finance world at one of the largest CPA firms in the country.
Benjamin Webster, CFP®
Prior to founding Advisor 123, Ben had the pleasure of working in various roles within the financial industry. In that time, he found great value in his unique experiences which inspired him to co-found Aspire Wealth, a client-facing advisory firm focused on cost-efficient holistic financial planning and investment management.
Additionally, Ben had the opportunity to work at one of the fastest growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he led a team of financial planners who ran plans for advisors across the country. Ben also received his CFP® designation in 2018.
Curtis Wells, CFP®
Before joining Advisor 123, Curtis was fortunate to have the opportunity to work in several roles in the financial industry. This allowed him to establish a multitude of skills and perspectives around the financial planning process.
Curtis became a Certified Financial Planner™ in 2020, giving him a further range of knowledge and expertise in multiple areas of financing planning, including: estate, tax, retirement, investment, and insurance planning. With this background, he enjoys helping advisors simplify all the moving pieces that often come with plan development.
Frequently Asked Questions
What type of advisors do you work with?
As our processes can be implemented seamlessly across any custodian or portfolio accounting system, we are able to service advisors across most advisory platforms.
How are different from a typical money manager or TAMP?
Contrary to most TAMP platforms, we offer a flat-fee pricing model in addition to traditional basis points, allowing advisors to control costs as they scale.
What are your fees?
Our pricing starts at less than the cost of an entry-level employee, though we offer a la-carte options to fit your specific needs.
What types of management solutions do you provide?
We offer a large variety of turn-key, rules-based, holistic portfolios designed to fit the needs and goals of most clients. Advisors can also work with our in-house CFA’s to design and implement custom model portfolios to fit the specific needs of their firm.
Can I create my own customized portfolios tailored to my firm and clients?
Absolutely! Advisors looking for a more customized solution can work directly with our team of CFA’s to create a white labeled portfolio lineup to help you differentiate your firm.
What types of funds do your models use?
In an effort to keep costs as low as possible for the end client the vast majority of our models are made up of low-cost ETFs and individual stocks
Is there a minimum commitment or AUM requirement to work with you?
There are no minimum commitments or AUM requirements to work with our team.
I am thinking of opening my own RIA. Where do I start?
Let us be your guide! Having worked alongside hundreds of advisors our team knows what it takes to start, scale, and maintain a successful practice.
Contact Us
5659 N Kraft Lake Dr
Caledonia, MI 49316
support@advisor123.com
Drop us a line
