Partnered Independence

Freedom. Flexibility. Control

Our mission: Empower our Partners with the perfect blend of financial expertise and entrepreneurial freedom.

We aim to help you find the elusive balance between being a dedicated Financial Advisor and a thriving Entrepreneur.

Freedom

Control your practice without the risks and headaches of launching your own company.

Let us be your middle office, back office & business manager, while you build the value of your business and focus on what matters most - your clients.

  • As you transition into your new working environment, you and your team will receive hands on training and top tier management support.

    We utilize our internal Advisory Services Team as your back office and transition team, allowing you to stay focused on what matters - your clients.

  • In addition to the resources we access through our broker dealer relationship, GCG has created its own internal support teams from technology to compliance and operations.

Flexibility

Choose what channel is best for your business

  • Join under GCG’s outside, true independent RIA

  • Join the team through registering as an IAR of the broker dealer’s RIA.

  • Maintain your commissionable business and utilize our broker-dealer relationship for your licenses and B-D business.

    Choose your comp and what works best for you-1099, W2, or both.

Control

Control your practice without the risks and headaches of launching your own company.

Calculate your Independence

Are you ready for more earning potential and more time to focus on advising?

Advisor
Enter Your AUM: $

Wirehouse/Bank/Regional
(1% Fee)
AUM $ 0
GDC $ 0
BD/FA Split  65% / 35%
FA Money $ 0
Overhead  Minimal
Operational Cost  None
Worklife  Micromanagement above you
Net Profits $ 0
Difference -<$
True Independent
(1% Fee)
AUM $ 0
GDC $ 0
BD/FA Split  10% / 90%
FA Money $ 0
Overhead  $ 0
Operational Cost  Heavy
Worklife  Too many office manager tasks to focus on clients
Net Profits $ 0
Difference -<$
GCG Advisorpreneur
(1% Fee)
AUM $ 0
GDC $ 0
BD/FA Split  40% / 60%
FA Money $ 0
Overhead  Minimal
Operational Cost  None
Worklife  No management work required
Net Profits $ 0
Max Difference +$ 0

Our Value To You

Growth Capital

In addition to organic growth efforts, we provide support for our partner advisors to grow their business inorganically as well through acquisitions and partner buy-outs.

Succession Planning

Customized to your timeline - opportunity to monetize and de-risk a portion of your practice long before you wish to retire.

Advisor Technology

Industry-leading FinTech partners grant access to the tools you need to be successful, and our FinTech platform allows seamless integration for maximum efficiency

Transition Support

Seasoned in-house operations team with a successful track record transitioning advisors, both solo & large teams

Take back your time

Our mission is simple: to empower our Partners with the perfect blend of financial expertise and entrepreneurial freedom.

We aim to help you find the elusive balance between being a dedicated Financial Advisor and a thriving Entrepreneur.

Before

Partnered Independence