The firm joins the ranks of others, including Pinnacle Advisor Group, that are catering to smaller advisors who are underserved by larger firms.
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SureVest Wealth Management is creating a platform with investment compliance, technology, client relationship assistance and technology for advisors that have only $15 million to $50 million in asset under management. So reports Financial Planning.
The firm joins the ranks of others, including Pinnacle Advisor Group, that are catering to smaller advisors who are underserved by larger firms.