Successful investment advisors – looking to launch an RIA – choose Dynasty Financial Partners fully customized institutional quality platform
You own and control 100% of the business, we provide the back and middle office support
Over $40b across over 175 advisors representing 47 firms
Drive increased profitability and up level your client service
Access to the Dynasty Independent Network of Advisors to promote community, collaboration and success
Dynasty redefines what is possible in wealth management by helping advisors achieve full independence and deliver a distinctive end-client experience. Our Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform.
Create your optimal upfront capital structure to fund launch, finance succession, fuel M&A, and refinance existing loans. Dynasty offers three options designed to expand, scale and grow your business while maintaining full equity control.
With the Dynasty Freedom Note, qualified advisors can choose to have up to 100% of their revenue paid to them as they transfer their business to independence with Dynasty’s support in exchange for an eight-year forgivable loan.
We also offer the Dynasty Revenue Participation Note (RPN) to provide liquidity without limiting management control. This financing option keeps a significant economic incentive in place for the RIA’s principals, while providing the flexibility to buy back the revenue interest at a fixed rate.
In addition to the RPN, we offer flexible financing structures in the form of a loan to fund RIA startup expenses.
We feel these are helpful resources for those who are looking to launch their own RIA.
A podcast dedicated to presenting best ideas and practices for the wealth management industry. What are the challenges your firm is going to have to address to become one of the leading firms in the wealth management industry?
Independence is more than just a transition. Download our 20 Step Roadmap to Independence to see the key milestones in launching a successful RIA
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