AdvicePeriod

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Disruptors (Industry), Non-Custodial RIA Support Platforms, Succession/Ownership Transition Services…”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”12697″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”3/4″][vc_column_text]What would a wealth management company look like if it were started from scratch? That was the question the Principals of AdvicePeriod asked three years ago when founding the company. Starting with just a blank whiteboard, AdvicePeriod has integrated a cutting-edge technology stack to focus the client experience on what really matters.

AdvicePeriod’s technology-enabled growth is evidenced by its 250% increase in clients in the last 8 months and new offices in New York, San Francisco, Orange County, Austin and Ohio to complement the headquarters in Los Angeles.

The entire AdvicePeriod team prides itself on humbly pursuing excellence. Simplicity, action, and accountability drive AdvicePeriod’s client experience. By weaving this experience together with best-in-class technology, AdvicePeriod is changing the advisory industry and reinventing wealth management[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Disruptors (Industry)” tab_id=”1506461073126-dc4d4a59-91da”][vc_cta h2=””]

AP4 (AdvicePeriod for Advisors)

AdvicePeriod has created a new category of advisory firm that changes how wealth management is delivered. Our AdvicePeriod for Advisors initiative offers advisors the freedom of business ownership inside the supportive infrastructure of a network of likeminded advisors.

We are our advisors’ partner, not their platform. AdvicePeriod empowers advisors to focus on what really matters. Unlike options currently available, our advisors own 100%of their business and are not paid to join AdvicePeriod. Advisors join because they believe we will help them grow, take control and simplify their business – all while building a valuable asset they own.

AdvicePeriod does much more than simply provide advisors“access” they must navigate on their own like the traditional TAMP, platform or IBD. Our team manages every aspect of the advisors’
business – from investments to our integrated tech stack and aggregated performance reporting. We even help our advisors source and close their own new clients.

Freed from the burden of managing their business, advisors spend more time with their clients, and finding new ones.

Since launching 10 months ago and growing only by word of mouth, AdvicePeriod has attracted 15 advisors, opened 5 new offices and added hundreds of millions in AUM. Subsequent to joining AdvicePeriod, 4 of our 15 advisors have closed the largest fee-paying client of their careers… all with annual fees over $100,000.

AdvicePeriod is built for advisors, by advisors. By telling the world what we believe, we will grow our business to every city where we find likeminded advisors.Supporting Documentation[/vc_cta][/vc_tta_section][vc_tta_section title=”Non-Custodial RIA Support Platforms” tab_id=”1506461073228-857f7120-998d”][vc_cta h2=””]

AdvicePeriod for Advisors

AdvicePeriod has created a new category of support firm that changes how RIAs do business. Our AdvicePeriod for Advisors initiative offers RIAs the freedom of independence inside the supportive infrastructure of a network of likeminded advisors.

We are our advisors’ partner, not their platform. AdvicePeriod empowers advisors to focus on what really matters. Unlike options currently available to RIAs, our advisors own 100%of their business and are not paid to join AdvicePeriod. RIAs join because they believe we will help them grow, take control and simplify their business – all while building a valuable asset they own.

AdvicePeriod does much more than simply provide RIAs “access” they must navigate on their own like the traditional TAMP, platform or IBD. Our team manages every aspect of the advisors’ business – from investments to our integrated tech stack and aggregated performance reporting. We even help our advisors source and close their own new clients.

Freed from the burden of managing their business, advisors spend more time with their clients, and finding new ones.

Since launching 10 months ago and growing only by word of mouth, AdvicePeriod has attracted 15 advisors, opened 5 new offices and added hundreds of millions in AUM. Subsequent to joining AdvicePeriod, 4 of our 15 advisors have closed the largest fee-paying client of their careers… all with annual fees over $100,000.

AdvicePeriod is built for advisors, by advisors. By telling the world what we believe, we will grow our business to every city where we find likeminded RIAs.[/vc_cta][/vc_tta_section][vc_tta_section title=”Succession/Ownership Transition Services – Non-Custodian/Broker/Dealer” tab_id=”1506461129567-6c237dc0-18a2″][vc_cta h2=”” shape=”square”]

AdvicePeriod

AdvicePeriod offers a revolutionary succession planning strategy that maximizes valuation optionality while preparing the current and next generation advisors for transition. Our AdvicePeriod for Advisors initiative offers fiduciary advisors the flexibility they covet and the support they require.

Advisors can easily sell their business to another advisor in our national network. This approach maximizes value by minimizing disruption. Keeping everything intact is better for the advisor selling the business, the advisor buying the business and most importantly, it ’ s better for the client who will not have their financial life disrupted by transition fees and realized gains.

Another option AdvicePeriod advisors have is to “ hire ” our team of relationship managers to manage their business for them. This allows advisors to directly oversee the transition, ensuring a smooth and seamless client experience. Our advisors can then collect a never-ending annuity of client revenue that greatly exceeds the value they would receive upon an outright sale, while transitioning their day- to -day responsibilities.

Technology and people are key to the succession plan ’ s success. AdvicePeriod does more than simply provide advisors “ access ” they must navigate on their own like the traditional rollup, aggregator or acquirer. Our team manages every aspect of the advisors ’ business – from investments to our integrated tech stack and aggregated performance reporting.

Since launching 10 months ago and growing only by word of mouth, AdvicePeriod has attracted 15 advisors, opened 5 new offices and added hundreds of millions in AUM. These advisors and their clients have secured long term continuity with AdvicePeriod.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Disruptors: Industry

[/vc_column_text][vc_column_text]Non-Custodial RIA Support Platforms

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Succession/Ownership Transition Services – Non-Custodian/Broker/Dealer

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Lawrence Miles
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