$950MM AUM | $2MM Rev in
We are a fully discretionary fee based firm that has grown from $155 million under management to $950 million in 4 1/2 years organically.
Our platform is a true "plug and play" solution for advisors looking to "tuck in" and improve their current financial compensation and lifestyle. The culture of the firm is to provide independent like minded advisors with a platform that utilizes cutting edge technology from firms like Charles Schwab, Orion, Salesforce, Moneyguide Pro, Riskalyze, and Morningstar Institutional Direct.
We are interested in partnering with advisors who are looking for a flexible, mobile platform. We believe the average advisor can significantly improve their compensation through partnering and tucking into our firm. We are particularly interested in advisors with a complimenting insurance business to their asset management business.
In addition, advisors looking for a bridge to retirement, could receive up to six times their trailing 12 months production as payment for their franchise. More importantly, we are very flexible in terms the different options we offer for you to continue working or creating a customized glide path to selling your franchise.