Are you an advisor or team with a current practice in excess of $1B AUM?

Successful financial advisors typically hone their expertise over time to best serve a particular client profile. Assisting a near-retiree with a $1M rollover, is vastly different than serving an UHNW client with $250M. In other words, you can’t be everything, to everyone. At least not with the highest level of expertise each of those client profiles deserves.

We likewise subscribe to the same approach with Transition To RIA. Our “sweet spot” are advisors and teams with between $50M and $1B in AUM.

It’s not that our skill set and depth of resources doesn’t overlap with the needs of $1B+ teams as well, but we purposely focus our time on being the best in the industry at serving our target market.

We too believe, you can’t be everything to everyone.

The reason we state all this is to set expectations. We would be happy to connect with you to discuss your $1B+ practice and possible plans for an RIA transition with it.

If we feel we can support you with the level of expertise and resources you deserve, we would be happy to do so.

Likewise, if we feel we are not a good fit for you, we are happy to tap our network to help you find a resource that might be better for you.

If you would like to discuss, please feel free to use this scheduling link to set a time to connect with Brad Wales accordingly.