Built for the Advisor Who Puts Clients First
Fiduciary standard requires that the interests of the RIA be aligned with those of its clients. Vestria facilitates client-first solutions and interactions. As an RIA, you can operate in a conflict-free environment that promotes objectivity. You can solve your clients’ most complex portfolio management and financing needs with an array of unique, proprietary portfolio management solutions that can be white-labeled with your brand. We also support lending needs to include businesses, and private clients through lines of credit, mortgages, and securities lending.
Satisfied Clients Beget Satisfied Advisors
In partnering with Vestria, clients experience truly individualized advice and guidance. Your satisfaction as an advisor in an independent space is significantly higher.
Succession
44% to 75% of advisors lack a comprehensive succession plan.
Although 40% to 50% may retire by 2035, only 6% of those nearing retirement have a fully documented, actionable plan. Among advisors with a plan, 61% identified an unknown or external buyer as the likely successor.
Although the numbers vary widely depending on the survey, the scope is extensive and far-reaching.
RIA Succession Planning on Your Terms
For most entrepreneurs, their primary assets are their expertise and the businesses they have built. While many plan to sell their business upon retirement, 39% are unsure who the buyer would be.
This issue is intensified by limited strategies to attract younger clients, often necessitating the recruitment of younger advisors. Currently, fewer than 3% of all advisors are under 30. The challenge is even greater for plan advisors, who must possess ERISA expertise as well as sales and investment skills.
Succession planning and business protection should be priorities for every advisor. Vestria offers streamlined access to pre-retirement liquidity and succession options that are distinct from traditional wirehouse plans.