Promissory for Advisors

Are you able to assume the role of Investment Advisor in a directed trust?

I understand that Promissory’s default structure is a Nevada-sited directed trust with a professional third-party trustee.

Client pays retail rate $7,500 ($2,500 credited to you)

Client pays a discounted rate (I will set pricing)

Advisor pays and/or bundles with other services

Yes, please make this option available to my clients

No — do not offer this option to my clients