Most firms focus on volume and margins, not relationships. This is why many companies have 250 or more households per advisor. However, we refuse to sacrifice the client experience for the sake of margins. We are currently limiting clients to 70 per advisor. This allows us to truly build personal relationships with our clients, and help them with any financial decision – large or small.
This is crucial because most clients expect, and rightfully so, to have access to their advisor when life happens. If client count is too high, then an advisor will be too busy to help with things they consider small – even when it is significant in your life. We want to have time to connect with your mortgage broker, call your 401k provider with you, and navigate their employers benefits. These take time but are important to our clients peace of mind.
Yes, with zero qualifiers attached.
No, we do not have asset minimums. However, most of our clients choose our portfolio services.
