We initially met the firm and its team about one and a half years before the advisor’s breakaway date. After almost two years of planning, he successfully left Wirehouse. The group then found themselves with a book divided among equity UMA, SMA fixed income, and ETF/ mutual fund models.
Breakaway Team $500m AUM ($100m going to Adhesion)
By Adhesion Wealth, An AssetMark Company
By Adhesion Wealth, An AssetMark Company