Strategic Guidance

Overview

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
“If you know a fee-based or fee-only model is for you and you keep putting it off, you’re only adding to the potential awkward conversations in the future.  Do it now!”