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You have to talk with United Planners. They allow you to custody your IA AUM with Schwab/TDA/TCA, etc without having to be your own RIA. If you want to, you can take on that stress, but easier to plug and play and get best cost and execution for your clients. Call 800-966-8737. A great firm and their Partner Development Team will walk you through your options quickly to see if it’s a good fit for all parties. If not, they can help you find a firm that fits your needs... as they’re just good people!
Why are you leaving and what would you like your perfect situation to be?
Depends on your book you can bring over and the type of practice you have.
Have a look at Third Seven Advisors, based out of NYC but have a national offering. Access to curated direct investments (both late and early stage), branding and marketing team and concierge relationships to help you differentiate yourself. There is so much that they have to offer and the best tech around as the leverage it all out of the family office space, so less restrictions and more customization, with all the same integrations. You can custody at Pershing/TD/CS/TCA/fidelity. Brand as TSA or build your own brand. Honestly, the options are endless. Call Matt on 9174036284 for a quick chat or email fotheringham@thirdsevenadvisors.com to get some more info