There are approximately 110,000 independent financial advisors in the United States and the number continues to grow.
Clients are comfortable working with an independent broker that operates in this capacity.
Generally, independent breakaway firms offer financial advisors a very high payout, usually 70% to 90% depending on production level and the amount of services you pay for.
Making the Change to an Independent Broker
Today financial advisors considering independence have wide range of desirable options. Willis Consulting represents the best of breed in the independent, hybrid and RIA spaces. We have the expertise and experience to help you discreetly identify the optimal solution.
During our consultation we will work with you to help design your future firm. We will help you decide a category (independent broker dealer, hybrid, or RIA) and then introduce the best potential partners. We will serve as your advocate, helping you negotiate the best possible deals.
Whether you are ready to form your own firm or looking to join an established independent practice, Willis Consulting will help simplify the process and find the ideal conclusion.