Strategic Guidance


Advisor transitions

  • Customization of client transition plan and timeline
  • Completion of all relevant client paperwork related to transition
  • Custodian and asset review/analysis/approval
  • Establishment of advisor firm with custodian (as applicable)
  • Assistance with client meeting and communication materials related to transition
  • New account setup and transfer of cost basis information as applicable
  • Trading on new accounts to set them to the portfolios you choose

Practice management

  • Initial discovery and consultation
  • Customized business analysis
  • Assistance with your investment process
  • Access to presentation materials
Advisor Comments
“I tell people that you need to get yourself out of the expense ratio line of thinking. The reality is that you’re now charging a higher price for a much higher level of service that you’re now going to truly be able to provide. If you’re trying to get your clients to understand things at your level, you’re doing it wrong.”