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Explore Your Options
Our initial conversations are educational, not a sales pitch. We take the time to understand your pain points and goals, helping you see how a partnership with us can align with your vision for true independence.
Experience a Transparent Due Diligence Process
We believe in crystal clear economics. We’ll “open the hood” and show you exactly how our revenue-sharing model works. You’ll gain clarity on your potential payout and access to references from advisors who’ve made the move.
Our team has refined the transition process over 25 individual advisor moves. Your dedicated transition manager works closely with the chosen custodian to ensure minimal disruption to your practice and clients.
Execute a Seamless Transition to Independence
Our Partnership Process
Payout Transparency:
Normal payouts are
80% $0 - $500K
85% $500K - $1M
90% $1M+
Aligned Incentives:
Our success is directly tied to yours. This ensures we are genuinely invested in your growth and satisfaction, providing continuous, high-quality support.
Employee-Owned & Not for Sale:
Many advisors are at firms they never chose to go to. We are employee-owned with no private equity backing and zero debt, and we’re not for sale.
No Lock-Ins:
You are not bound by long-term contracts, production minimums, or clawbacks. We don’t require upfront money to move over. You have the freedom to evolve your practice as your needs change, without penalties.
Crystal Clear Economics:
Our transparent revenue-sharing model means you know exactly what you’re getting paid. There are no hidden platform fees, no technology fees, and no nickel-and-diming. We pay for all your core technology and software.
Full Ownership:
You retain 100% ownership of your client relationships, data, and your entire book of business. Our agreements include zero non-compete, zero non-solicitation language, and no grey areas.
Many firms talk about advisor freedom, but behind the curtain, the reality is layers of gatekeeping, opaque platforms, and firm-first priorities. Our network was built to flip that model on its head.
The “No Strings Attached” Advantage:
Unmatched Freedom &
Transparent Economics
Your Comprehensive Path to Independence:
The Titleist Freedom Roadmap
Vision Exercise:
We work together to map out what your ideal business could look like over the next 1, 3, 5, and 10 years. Once your vision is cast, we help design your firm with your goals at the center of the decision-making process.
Business Analysis:
To better understand your business, we leverage our proprietary Titleist AB Client Segmentation Analysis™, Position Analysis, and Profitability Report.
Business Formation:
We help you with several important aspects of your business set up, including the sourcing of legal guidance, entity formation and office space. Our in-house compliance team will help keep your transition within the boundaries of what is complaint during a move.
Custodian Due Diligence:
We help you vet best-in-class technology tools, such as Right Capital, MoneyGuidePro, eMoney, Morningstar, YCharts, Nitrogen Wealth, Asset-Map, FP Alpha, Wealthbox, Redtail, Holistiplan, and Black Diamond. We build a system tailored to your business goals.
Marketing Support:
Once independent, your marketing options significantly expand. We help you identify best-in-class tools that fit your business, such as Snappy Kraken and Lead Pilot.
Transition Phase:
Our team of seasoned operational and compliance professionals help ensure a smooth transition. The Titleist Transition Dashboard™ will help you monitor the progress of your move.
Practice Management Coaching:
The Titleist Practice Management Coaching program is complimentary for advisors. The Titleist Resilient Method is available for all advisors to use or brand your own.
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Shorebird Model Management
Using our models is not a mandate.
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Multiple Custodians
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TAM360
Our tightly integrated technology stack
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Investment Resources
Beyond our partnership model, we provide the robust infrastructure you need to scale your RIA practice efficiently.
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