Questions to assess a successor firm's planning style, investment philosophy, service model, culture, compliance, technology, and legacy fit.
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We work with independent advisors managing $30 million to $200 million in AUM in greater Atlanta and across the country who want stronger infrastructure to serve clients well, now and in the future.
Questions to assess a successor firm's planning style, investment philosophy, service model, culture, compliance, technology, and legacy fit.
Read More