We work under a hybrid model with both fee and commission-based clients. We’re not a transactional based firm, but a holistic advisory acting in the best interest of our clients and their businesses, which goes for the advisors we partner with as well.
As advisors, we understand the business and how to design a plan around the desires and needs of other firms and their clients. There isn’t a one-size-fits-all solution for every advisory. We will work with advisors to create a succession plan that works for each practice and their clients.
Please contact us at CirrusWealth@CirrusWealth.com for more information.