Get paid without the broker-dealer relationship and regulatory issues

AnnuityFix™ eliminates an advisor’s need to have a dual registration broker-dealer relationship for the annuities they manage. Have questions? Give us a call (936) 340-2929

The AnnuityFix Solution

Drop your Series 6 or 7 registrations and get paid to service client annuities as an RIA.

Annuities are assigned to us

We become the broker-dealer and registered representative.

You are contracted to provide RIA services to those clients

You provide advisory services the same as you do with other clients.

You are paid a quarterly advisory fee on AUM

RIAs do not share in commissions. We pay RIA advisory fees ranging from .15% to .85% based on AUM.

We survey you and the clients annually

You and the clients receive a short Docusign questionnaire at the end of each year verifying you are providing advisory services to the clients’ satisfaction.

About Us

Johnstone Brokerage Services (JBS) was founded by Grant Johnstone, a Texas attorney who worked as a Chief Compliance Officer, a Certified Financial Planner, an RIA founder, and estate planner.

Attorney

Certified Financial Planner

Principal and CCO of a breakaway RIA

Broker-Dealer offering RIAs AnnuityFix

Advantage of AnnuityFix

We’ve made life easier for advisors.

Simple

You are not subject to broker-dealer compliance oversight of your RIA.

Low-Cost

Your RIA is not charged any “rake” or fees.

Safe

Your clients are not solicited by your former broker-dealer.

Easy

You continue to work for your clients as a fiduciary.

Do you have trails-paying annuities you wish to service as an RIA?

AnnuityFix is a simple solution for Registered Investment Advisors (RIAs) who wish to service broker-dealer annuities for an advisory fee.

Have questions?
Give us a call (936) 340-2929

Recruiter Friendly

We appreciate the value of RIA facilitators, break-away consultants, and recruiters.

We serve as a break-away alternative to full-service broker-dealers for RIAs who just want to be paid to service trails-paying annuities.

As former break-away RIAs, we understand your clients’ needs and are able to reinforce your message and work to build your brand.