We realize there are some great
advisors out there working at brokerage firms that would
love to get to an independent setting without having to tackle all
of the obstacles and expense that come with starting from scratch.
Our firm is structured to help advisors looking to get in an
independent setting. With our technology, systems, and
infrastructure we are equipped to handle advisors at all levels of
production and AUM.
Quite simply, by joining a firm that is established, you won't have to engage an attorney to form a Corporation, set up benefit packages, enact a compliance program, evaluate performance reporting options, set up a client relationship manager, locate and furnish office space, and coordinate firm technology. We have created a turnkey, plug and play, independent solution for brokers looking to disengage from their brokerage firm and head to greener pastures by joining our firm.