It’s great when that light bulb goes off and people realize they shouldn’t be putting their whole net worth in the same basket. But they may still be sitting in the dark if they’ve accumulated many baskets and don’t have anyone helping them understand the many moving parts.
A widow now in her mid-70s was in this situation when she first met several years ago with Plancorp, a St. Louis-based RIA firm that manages $4.2 billion of assets. Another client of the firm whom she knew personally had referred her because he thought she could benefit from additional assistance shortly after her husband died. The bulk of her $15 million in net worth was split between farmland and liquid investments parked with multiple advisors at multiple firms.
News & Updates
ZAG Members Donate to the CFP Board Center
Dallas, Texas (March 24, 2021) – The eight member firms of Zero Alpha Group (ZAG), a national network of wealth...
Scott Sarber Elected Board Chairman of ZAG
Dallas, Texas (February 8, 2021) – Zero Alpha Group (ZAG), a national network of wealth management firms that apply...
ZAG Partners With Kitces.com For Advisor Education
Minneapolis, MN (November 16, 2020) – Zero Alpha Group (ZAG), a national association of leading wealth management...
Savant Capital Merges With Huber To Forge $8B RIA
Rockford, Ill.-based fee-only giant Savant Capital Management announced Wednesday morning that it had...
Savant Capital CEO Brent Brodeski receives Barron’s Advisor Hall of Fame award!
Savant Capital Management CEO Brent Brodeski is among a group of financial advisors to receive the...
Member Firm Beaird Harris named to Forbes’ list of Top 100 RIAs of 2019!
RIA Channel is pleased to announce their 2019 RIA Channel Top 100 Wealth Managers Ranking. This year’s...