Breakaways
… Charting Your Independence for Advisors at wirehouses, banks, and regionals
As an elite advisor,
you’re driven by the ambition to own your own business and by the desire to focus on your client relationships. You prioritize our client’s needs over corporate sales goals and packaged goods. But you feel boxed in by corporate restrictions that prioritize shareholders over clients and limit your imagination and passion. You, and your clients, deserve the best.
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Premium Technology
You know you want to run your business without distractions, but need support to get started.
Your Technology Stack.
The infrastructure, operations and logistics. The legal and compliance. That’s where we come in.
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Guided Independence
Breakaway advisors from across the country join Compass for our “Guided Independence” approach. Our platform gives advisors the optionality they want
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Solutions
Our Solutions Stack were designed to be flexible to take advantage of the rapid explosion of financial technology tools, reduced costs of compliance so you can focus on growing your practice.
