$80MM AUM | $861,137 GDC in Sandy, UT

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Buyer | Merge
Sandy, UT, US
Fee 0% Commission 100%
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Our hybrid Utah-based RIA-BD platform is a compelling solution for Utah advisors looking to modernize their practice. We offer substantial, immediate advantages over independents and wirehouses including higher equity valuation, higher net income, improved quality of life, referrals, and a superior customer experience.

Our entire client experience was built from the ground up around the MoneyGuidePro foundation. We systematize planning concepts such as aspirational and retirement cash reserve bucket strategies. Monthly statements, mobile Apps, the client portal, the names of investment portfolios, our roboadvisor, and even the asset allocation is perfectly integrated to reinforce our financial planning guidance to keep all eyes on what matters to the client and gets results. Our customized version of MoneyGuidePro uses assumptions from third party research on expected returns, correlation and are adjusted for investment expenses. Our plans may be the most realistic anywhere.

We implement MGP with custom, institutional grade, in-house portfolio management including individual securities, DFA-designed portfolios and funds, ETFs, private equity and private real estate. Investments are categorized to be compatible with MoneyGuidePro language and objectives, further reinforcing the role of each investment in accomplishing goals while avoiding industry jargon.

Our white glove, local transition support is comprised of experienced peers who have gone through transitions from LPL, Edward Jones, Wells Fargo, Fidelity, and others. The last transition we completed from LPL resulted in millions in additional AUM during the transition. Is a transition easy? No. Do we have the process and resources to do it right? Yes.

A potential advisor must be unequivocally committed to rounding up to the highest standard. They must be willing to replace good practices with preeminent practices. Above all else, they must be committed to delivering their best to their clients.

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