Private Wealth Advisors / RIAs
Pro Bullion Services supports fiduciary workflows with Series 65 advisors, documented processes, and wholesale price discovery designed to lower total cost for clients.
Fiduciary‑Aligned Metals Execution
Designed to integrate with advisory teams and governance.
Series 65 advisors and fiduciary duty orientation
RFQ process for best‑efforts pricing and fills
Documentation for compliance and audit
Flat‑tier fee structure; no product markups
Advisor FAQs
Designed to help RIAs and advisory teams answer internal diligence, compliance, and committee questions.
How It Works for RIAs
Adapted from our About workflow—optimized for fiduciary oversight and compliance artifacts.
Discovery + Governance
Align with IPS, restricted lists, sourcing policies, and reporting needs; set SLAs and decision gates for approvals.
RFQ + Best‑Ex Memo
Multi‑venue RFQ with apples‑to‑apples comparisons. We draft a short best‑execution memo for your files.
Docs + Recordkeeping
Confirmations, serials/assay (as applicable), logistics, custody artifacts, and exports for systems and audits.