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Spire Investment Partners, LLC (formerly Legacy Advisors, LLC), headquartered in McLean, Virginia, has announced a major expansion. A nationally recognized Registered Investment Advisor (RIA), Spire has created its own Broker/Dealer (B/D) and is recruiting 25 to 50 new consultants.
Spire Advisors Own Their Practices
At Spire, advisors own their respective practices. Spire provides access to vendor partners and back-office support. Operating with branch and satellite offices across the country, Spire manages $1.2 billion in assets for high net worth individuals. Wealth Manager Magazine has ranked the firm as one of its top financial advisory firms four consecutive years from 2004 through 2007.
Whether you are a wirehouse broker that wants more independence or an independent advisor looking to leverage the support of a bigger firm, Spire Investment Partners gives you the freedom to customize the options and solutions that work best for you and your clients. For any financial consultant, Spire provides an opportunity for growth and the resources to achieve it.
For Wirehouse Brokers and Solo Practitioners
Wirehouse brokers choose Spire for the custom-tailored independence and the flexibility. Solo practitioners join Spire because of our finely crafted business solutions and the capabilities of a larger firm we provide. They are also attracted because they are able to retain their independence and individual identity.
The benefits we offer:
• Full selection of products.
• RIA/B-D hybrid firm. Allows you several ways to charge clients—fee, commission, or both.
• Practice Management. Spire offers assistance and support in the areas of technology, marketing, business building, etc.
• Transition of business. Spire helps to make the move easier. Also, if and when you are ready to sell your practice, we assist in the transition to another consultant.
• Equity participation. Consultants benefit from the success of Spire as well as their individual practices
• Compliance and operational oversight. Spire manages many of your issues and acts as a sounding board for best-practices.
• Competitive payouts. Regardless of the office model you choose to employ.
• Experienced management team. We have significant experience as financial consultants and successful businesspeople.
[ click here for more about the Management Team ]
• Collegiality. Share ideas and support in a positive environment.
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About Spire Investment Partners
Spire Investment Partners is a Registered Investment Advisor (RIA) through Spire Wealth Management and a federally registered Broker/Dealer (B/D) through Spire Securities. Each consultant joining the Spire team receives a custom-engineered program designed around their practice.
Headquartered in McLean, VA, Spire has branch and satellite offices across the country. Spire Investment Partners ( formerly Legacy Advisors ) has been named one of the Top Wealth Advisors by Wealth Advisor Magazine for the past four years.
