WiserAdvisor (the "Program") is an advertising and referral service for investment professionals operated by WiserAdvisor. When you provide your contact information through the Program website, WiserAdvisor will introduce you to investment professionals that are in your geographic area, including in your case, an investment adviser ("Advisor") of Allworth Financial. It is up to you to interview the Advisor and decide whether you want to hire them. If you decide to hire Advisor, you will enter into an agreement directly with that Advisor to provide you with investment advisory services.
Advisor has entered into an arrangement with WiserAdvisor under which Advisor pays a flat fee to WiserAdvisor to advertise their services through the Program and to receive client referrals in the form of an initial introduction to interested consumers who are located in Advisor's geographic region, using the following payment schedule:
Lead Pricing Schedule:
| Self-Reported Portfolio Size of Prospects | Price Paid by Advisor Per Lead |
| $250,000 - $500,000 | $150 |
| $500,000 - $1 million | $180 |
| $1 million - $3 million | $225 |
| More Than $3 million | $300 |
Advisors who participate in the WiserAdvisor program pay fees that are limited to a budget amount the Advisor sets in advance. Once an Advisors budget has been exhausted, that Advisor will not be presented again until the next billing cycle starts. As a consequence, WiserAdvisor has a financial incentive to present certain Advisors based on the amount of fees they have committed to participating in the program.
The fees paid by Advisor to WiserAdvisor are paid irrespective of whether you become a client of Advisor, and are not passed along to you. You will not pay any increased fee to Advisor or Allworth Financial as a result of the arrangement.
WiserAdvisor is not affiliated with Allworth Financial and neither WiserAdvisor nor any of its representatives are authorized to provide investment advice on behalf of Allworth Financial or to act for or bind Allworth Financial. No investment advisory agreement with Advisor will become effective until accepted by Advisor and Allworth Financial.
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
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