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CHALICE WEALTH ADVISORS
An RIA Platform for Wealth Advisors
Fee-Based Business Done Right
Wealth Management is a role of dedication, diligence, and fiduciary responsibility. Chalice Wealth Advisors is dedicated to giving financial advisors access to fee-based wealth management services and support, without the complications of managing their own Registered Investment Advisory (RIA). Joining the Chalice Financial Network provides members access to a suite of products and services, bespoke to their business’ needs. Along with agnostically supporting RIA business, Chalice Wealth Advisors gives access to products such as a CRM (Customer Relationship Management) system tailored to Financial Services and a cutting edge, white labeled TAMP (Turn-Key Asset Management Platform), accessible as a single-sign-on for all Chalice Financial Network members.
RIA Solutions for Independent Advisors
RIA Solutions for Independent Advisors
Chalice Wealth Advisors is an independent and corporate RIA for advisors who want to affiliate with a best in class RIA without the complication of managing their own RIA. Your Chalice Wealth Partners membership will give you access to Chalice Wealth Advisors fee-based wealth management services and support—along with a turnkey asset management platform (TAMP) that can be private labeled to reflect the name of your firm. We will give you the option to operate as a fee-only advisor business or a hybrid business offering commissioned products through Chalice Capital Partners.

Back and Middle Office Services

With Chalice Wealth Advisors, you can be confident that we will execute your critical back office services,  so you can spend time with clients and build your wealth management practice, including: 

  • Managing the set up and administration of custodians
  • Administering account opening, transfers, money movement, cost basis and other account related tasks, document preparation for electronic signature
  • Account billing, including fee calculations for advisory fees and invoices for planning fees as specified by you
  • Cost basis updates and other account related administration
  • Client communication and administration of client portals
  • Investment administration, including cash for fees, rebalancing, and monitoring for distributions and contributions
  • Account aggregation for consolidated reporting, monitoring, management and billing
  • Technology platform administration and security management for CRM, planning, portfolio management, email, documents and client portals
  • Client reporting, including generation and delivery of performance and other reports
  • Custodian relationship management to ensure you and your clients have the best pricing, access and resources
  • Full access to a team of technology, investment management, operational and compliance knowledge resources and related training
RIA? Brokerage? Hybrid? You Choose.
Independent advisors are embracing the RIA model more than ever, but many still have commission-based clients. Chalice Wealth Partners will support any practice model. Your membership will provide access to Chalice Capital Partners for securities transaction business and Chalice Wealth Advisors for fee-based wealth management. We are combining superior commission- and fee-based capabilities into a single platform that will enable you to evolve your business seamlessly.
RIA? Brokerage? Hybrid? You Choose.