Whether you are already charging fees, or seeking assistance to transition to fees, we can support your business with comprehensive fee-based resources, including:
Transitioning to Fees
Creating a fee-based book of business means a recurring revenue stream for you and a deeper relationship with clients. We can provide step-by-step guidance to help you transition your commission business to fees, including the development of a fee schedule, service level standards, client segmentation, and more.
Varied Models
By partnering with Jordan Creek, you gain access to our branch-directed models developed by our in-house specialists. When engaging with fee-based clients, you can choose to use our models, take advantage of a wide variety of third-party money managers, or create custom models on your own. No matter which option you choose, you’ll be able to work out of the same, comprehensive platform, WealthPort®.
Ongoing Consulting and Coaching
Whether you are transitioning into fees, or have a fee-only practice, we can provide guidance on your most complex client cases. Our team has over 67 years of combined experience with fee and commissions-based business, and will be able to accurately guide you to suitable solution for the client.
225 Jordan Creek Parkway
Suite 104
West Des Moines, Iowa 50266
Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.
Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
Copyright © 2026 Jordan Creek Financial Solutions