At a Glance
Our Purpose
  • Creating breakaway Advisor’s infrastructure from the “ground up “
  • Providing a pure RIA and hybrid RIA solution
  • Open architecture options, with multiple custodians, broker-dealers and technology

Great Lakes & Atlantic

Upfront: Up to 100%

Payout: 60% – 90%; depends on platform or projection

Equity Plan

Great Lakes & Atlantic Advisor Partners become Equity owners when they reach $75 million in fee-based AUM.  The Class B units increase each year as the Advisor’s assets increase.

We are proud to have our Advisor Partners as owners in the firm.

Added Benefits:

  • Participant in quarterly Advisor Partner calls
  • Member of the Advisor Partner Advisory Board
  • Separate “Partner” meeting at the GLA Annual Conference

Our Purpose

  • Creating breakaway Advisor’s infrastructure from the “ground up “
  • Providing a pure RIA and hybrid RIA solution
  • Open architecture options, with multiple custodians, broker dealers and technology
  • Equity ownership for GL&A Advisor Partners
  • Succession and continuity planning for all Advisors
  • Access to our in-house asset management team (Regatta) giving the Advisor an “investment edge,” to broaden the client’s investment opportunities
  • Financial Planning and Family Office solutions

For more info contact:
Wendy Whitehurst
Director, Wealth Management and Advisor Solutions
[email protected]
704-919-0439