Overview

Interested in discussing any business relationship beneficial to me, my clients and you. I have a very nice office in Pittsford, NY w/ space to merge or add advisor. Long time advisor, advisory only, custody at Schwab. We have cut wasted costs to the bone, no "platform fee", Admin fee, other nonsense. If you want to enjoy being independent as an advisor, we should talk.

Open to any business arrangement that benefits you, me and our clients! This could include anything from just sharing office space and resources to full merger of practices. Maybe something in between… Depends on what fits best. Silo practices sharing resources appeals to me.

We are fully independent, work through national RIA and many custody options (Schwab, Fidelity and others). Very high, TRUE payout! $0 trading fees in most cases. You may have a “high payout” now, but typically AFTER platform fees, etc. not even close! Easy to compare with side by side examples. I will not be moving to your captive B/D who is also RIA so if that's your model please don't try to "recruit" me. I want an RIA who is truly independent of B/D.

Tom Hamilton. Pittsford, NY. Call or email to set a time to talk. No "covert" stuff needed, not under the thumb of any manager! My email is ___ . ___ .

Last Activity
within 6 months

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