you’re on your way!
Your responses determined which of these three categories you fall into (but you already knew, didn’t you?).
Almost Ready
Independence may be in your future.
Breaking away takes guts. To do it successfully, you need a loyal client base and enough experience to stay resilient. We also recommend starting with at least $20M AUM. Now is the time to educate yourself so you’ll be ready to make the move. Learn more about the independent space by checking out these resources from Gladstone.
Ready (and almost willing)
Seems like you’re on your way but could use a push.
You’ve got the guts and the industry know-how. The business side is where we can lend a hand. If you have at least $40M AUM and a stable client base, you’re probably ready to open your own office. Still have questions? That’s normal. We are here for that. Let’s set up a conversation with a Gladstone advisor who has been in your shoes.
Beyond Ready
Sounds like you are ready to be successful as an independent advisor.
You’ve worked hard to earn a strong client base, you have a high AUM and you’re willing to take a risk. You might even be ready for a partnership with Gladstone if your AUM is $100M or more. Let’s talk about your options for entering the independent space.
