Upfront: Up to 100%
Payout: 60% – 90%; depends on platform or projection
Great Lakes & Atlantic Advisor Partners become Equity owners when they reach $75 million in fee-based AUM. The Class B units increase each year as the Advisor’s assets increase.
We are proud to have our Advisor Partners as owners in the firm.
- Participant in quarterly Advisor Partner calls
- Member of the Advisor Partner Advisory Board
- Separate “Partner” meeting at the GLA Annual Conference
- Creating breakaway Advisor’s infrastructure from the “ground up “
- Providing a pure RIA and hybrid RIA solution
- Open architecture options, with multiple custodians, broker dealers and technology
- Equity ownership for GL&A Advisor Partners
- Succession and continuity planning for all Advisors
- Access to our in-house asset management team (Regatta) giving the Advisor an “investment edge,” to broaden the client’s investment opportunities
- Financial Planning and Family Office solutions