Transition Assistance has NEVER been better!
What your relationship with CCM gives you:
• Our payout is extremely competitive as we start at 65% and it goes up to 90%
• Convenient local back office support bypassing home office bureaucracy
• Unhindered growth, independence, and opportunity without production quotas, so you can make the right decisions for your clients without sacrificing the relationship to make numbers
• Office and processing assistance and minimum disruption during transition
• Rewards for putting client service first – support by payout increases instead of decreases so you can continue to be client-centric
• Coaching and peer-to-peer support
• A growth road map that is customized just for you
• A firm culture that fosters the exchange of ideas and expression without the constraints of office politics; you’re not working for your firm, but with it
• Comprehensive AI driven technology options, including Advisor Text Messaging, AI Note Takers, and more
• Self-branding options available
• In house marketing to help boost your efforts at any moment
Some quick details to point out.
$1.5 Billion +
With $1,500,000,000+ in Assets Under Administration. You know we're here for the long hual.
As of 01/14/26
*Woah* Payouts
Extremely competitive payouts start at 65% and go up to 90%. We put our money where our mouth is.
Quotas? Not here.
We have zero monthly quotas. Clients come first, quotas come never.
Local + Large Backing
Locally headquartered in Louisville, backed by Cetera's scalable resources, we're unstoppable.
Currently in 7 States - Endless Possibilities
Commonwealth Capital Management Group, LLC is an independently owned financial services firm led by a multi-disciplinary team with a combined 150 years of experience. The firm’s hallmark is establishing relationships that support all the advantages that come with independence.
Currently serving advisors in these areas:
Kentucky
Colorado
Indiana
Oklahoma
South Carolina
Florida
Ohio
Not listed? Lets talk!
Your next oppotunity is here.
Take the next independence step today.
