IS THIS
YOUR MOMENT?
Every day we speak with advisors who are increasingly dissatisfied with existing brokerage models and desire to make a change.
We’ve built a company that allows you to control your own future and live the life that you want for yourself and your family.
With the right partner and the right support, you’ll retain more revenue and enhance the value of your practice and your clients.
Created With
You In Mind
The way we see it, wealth management is about more than just wealth.
It’s about being able to dive into the work you love. It’s about really watching out for your clients and doing everything in your power to help them achieve their goals. As wealth advisors, you want the freedom to set our own course, execute our own ideas, and be fully invested in your clients’ success.
And, that’s exactly what Stratos lets you do.
At Stratos, we provide you the necessary infrastructure, expertise, resources, and support, so that you can focus on what you do best - serving the needs of your clients.
What Independence
Looks Like
Choose your business model and location
Higher income potential
Potential to Increase profitability through economies of scale
Recommend highly customized strategy options to your clients
Develop more meaningful client relationships
Work free from the pressure to sell specific products
Build equity in your future as an Owner/Partner
Control your own destiny
Partnership
Support Services
Technology
Transitions Support
Compliance
Practice Management & Consulting
RIA Advisory Operations
M&A and Succession Planning
Financial Planning
Marketing Consulting
Real Estate Assistance
What Advisors Say...
Paul Saltaformaggio
Baton Rouge, LA
No matter which way you slice and dice it, it costs a lot of money to run an office and you might be somewhere around 10 to 15 percentage points of revenue to run a practice depending on trading volume. What matters is where you NET out at the end of the day. I could have gone direct to LPL and probably be at a 92% or 93% payout based on my production and Branch bonuses; however, for that extra four or five percent that I'm giving up, which is $50,000 on $1,000,000 of production, there is no way I would be able to have concierge-level service for technology and compliance, human resources, marketing, practice acquisition, different platforms, institutional partners at Fidelity and Schwab, like I do through Stratos.
Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”