Partnership and Succession
We are committed to attracting and retaining financial professionals who think and act like owners, who seek to contribute to the whole of the organization and who strive to build exceptional relationships with their clients. Partnership is available to those who demonstrate strong and consistent revenue growth, high asset retention and ethical business practices. Partners share in upside value creation as their respective practice grows. Partnership is a retirement aid with a structured payout and ongoing income opportunities thereafter.
Furthermore, many forward-thinking advisors severed ties with Wall Street in the 1990s and early 2000s. They were the trailblazers of the 'break away' movement which is now occurring en masse. While visionary in their actions many of these advisors are now faced with a discomforting reality, which is dealing with their succession plan and their personal retirement solution. An advisor who fails to adopt a succession plan faces potentially significant risks.
Vestor Capital can help you in adopting a succession plan to insure against sudden interruption of service due to illness or injury, to best preserve the value of your practice and, ultimately, to assist in monetizing the years of hard work and labor that you dedicated to your clients and your business.
Equity Compensation Program
The Equtiy Compensation Program is a way to protect your income and a method for you, or your heirs, to receive monetary value in the case of death, permanent disability or permanent retirement.
The payout under this program is determined by your annual gross fees from your investment advisory practice.