Simple RIA Truth

Do You Fit?

Yes you fit! Our platform is open architecture and designed with growth in mind. Even if you feel like your AUM or production is not large enough, we are still interested in engaging with you. Our solutions were created to help Advisors at all levels grow their assets quickly.

What We Look For

Those seeking to start or join an RIA traditionally share the following commonalities:

• Drive: they are looking for the catalyst of their careers.
• Dedication to clients and to serving them as true fiduciaries.
• Desire for freedom: our advisors and principals enjoy autonomy to grow their business as they see fit.
• Entrepreneurial spirit: Joining or starting an RIA is unlocking wealth for yourself that you did not enjoy prior. How so? All our advisors and RIAs own their book of business outright, and are building it with confidence in that fact. Stop building someone else’s business and start building yours today.

Why Start Building A Fee-Based Practice Today?

Assuming you start from zero, accumulate $4,000,000 in new client assets each year, and a conservative 6% growth per year you can see how your recurring income grows. Remember, in the RIA space you own your book of business and can sell it for a multiple when you decide to exit the business. As an established financial professional, you could easily exceed the $4,000,000 in production by recapitalizing your existing clients.