Our Referral Program


Help Build a Mutually Beneficial Business Ecosystem

LeverEdge Advisors recognizes that establishing client relationships takes an investment in time, energy, and money. So does maintaining them.
With that in mind, we structured our referral program to accomplish 3 objectives -

1) Provide sufficient financial incentive to our partners.
2) Offer peace of mind with contractual protections in our Broker Referral Partner Agreement.
3) Deliver optimal value to clients by aligning a collection of specialized providers.