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Small
$2,500 or more
$2,000 or more, monthly
B2C, B2B
International
6–20
One of the secrets to our success is honing in. We only work with independent financial advisors and allied institutions.
Allied institutions could be any organization that serves and supports independent advisors — fintech companies, business management/practice management consultants, custodians, independent broker/dealers, asset management firms, etc.
Bottom line: Our entire focus is on lifting up the financial planning profession and independent financial advisors. We believe strongly in their mission to bring the benefits of professional financial planning and investment management, without the inherent conflicts that come when an investor works with a commission-driven organization, to the general public.