To join, please contact Michael Riskin. Then, we will invite you to participate in our two-day intensive boot camp in Lakeland, Florida. This program is designed to give financial advisory firms an in-depth introduction to our team members and comprehensive package. Session agendas are customized to the experience of the attendees; however, you will be provided with a complete turnkey operations manual, marketing materials, assistance in asset transfers as well as ADV registration updates.
A registration fee of $2,000 per firm is backed by a 100% satisfaction guarantee. The fee is waived for firms transferring total assets of $10 million. Similarly, the fee is refunded for any firms who have accumulated $10 million in assets under our management.