Advisors & Professionals

UNLOCK TRILLIONS IN INVESTMENT CAPITAL

With more than 15 years of experience and over $1 billion in client assets under management, Advanta IRA is the first choice for advisors and professionals with clients who are investors.

As a self-directed retirement plan administrator, we don’t sell investments, so we don’t compete with you. We work with you to help your clients invest outside of the traditional stock and bond market.

By working with Advanta IRA, you are uniquely prepared to help clients invest with confidence and achieve their financial goals.

Our streamlined process makes it easy for your clients and investors to invest with confidence.

BENEFITS OF WORKING WITH ADVANTA IRA

FOR ADVISORS & PROFESSIONALS

  • Access to a new source of capital, clients, and investors.
  • One trusted, dedicated account manager to work with you and your clients or investors.
  • Fast and easy funding and investment process.
  • Educational tools to learn about self-directed investing.
  • Branded landing page and marketing collateral to help you inform investors about using their IRAs to invest with you.
  • Stand apart from your competition by introducing your clients to an innovative investing strategy.

Professional-Man-in-Office-Advisor-and-Professionals

Couple-Meeting-with-Advisors-and-Professionals

FOR CLIENTS OR INVESTORS

  • Ability to choose their own investments and/or invest in your offering.
  • Earn tax-deferred (or tax-free) wealth for retirement.
  • A knowledgeable, dedicated account manager will accurately handle their account’s record keeping and administration.
  • Secure storage/handling of assets for cryptocurrency investors.
  • Competitive flat fee instead of a percentage of the asset value or commission.
  • Free educational tools that inform and empower them to invest with confidence.