Ownership
Stop building someone else’s IMO, earn ownership instead. Our unique model allows you to build equity in an IMO you actually own, giving you the opportunity to share in long-term value, not just short-term incentives.
B Shares – Established with AdvisorShare’s Founding in 2020
Our platform is built to empower you.
50% of the company was strategically allocated for ownership by advisors and members of our partner network—empowering them to hold true equity in the IMO they help build.
50%
Shares Allocated for Ownership
Distribution Powered by Advisors
AdvisorShare was founded on a groundbreaking idea: give producing advisors true ownership in the IMO they help build. From day one, 50% of the company was allocated for advisor equity—an unprecedented move in the industry.
True Partnership Model
With deep expertise in FIA products and a client-first philosophy, Co-Managing Member Daniel McDonald joined forces with one of the most respected and sought out resources Roccy DeFrancesco to bring this vision to life. Together, they’ve created a model where advisors are not only supported—but rewarded—as true partners.
How We Do it
Profit Sharing & Equity Payoff
All producing advisors are eligible for annual profit-sharing. In the event of a future sale of the IMO, vested advisors will receive a payout reflective of their ownership stake.
No Cost to Ownership
Advisors earn ownership in AdvisorShare simply by doing business—there is no buy-in or out-of-pocket cost to participate in the ownership model.
Full Transparency on Override Revenue
AdvisorShare is committed to transparency. Advisors receive clear visibility into the override commissions generated from their business—empowering them with insights rarely shared by traditional IMOs.
how owners receive payouts
PROFIT SHARE
Potential Profit Share at the End of the Year
EQUITY PAYOFF
Receive a
Payout When
the IMO Sells
Share in long-term
value, not just
short-term incentives. Partner with us.
True partnership means sharing in the future you help build. Our model empowers advisors with long-term equity and a seat at the table—not just short-term rewards.
