Johnston Tate Wealth Advisory Group - Franchise
EMPOWERING INDIVIDUALS AND BUSINESSES WITH THE RESOURCES TO ESTABLISH THEIR OWN INDUSTRY LEADING WEALTH MANAGEMENT FIRM.
Requirements
Financial requirements for this franchise:
| Liquid Capital: | $45,000 What does Liquid Capital mean? |
|---|---|
| Net Worth: | $100,000 What does Net Worth mean? |
| Total Investment: | $53,350 What does Total Investment mean? |
Options
Options available to franchisees:
| Financing: | Available |
|---|---|
| Training: | Available |
| Veteran Discount: | 25% Discount |
What Does a Johnston Tate Wealth Advisory Group Franchise Cost?
Interested parties should have at least $45,000 in liquid capital to invest and a minimum net worth of $100,000. Franchisees can expect to make a total investment of at least $53,350. They also offer financing as well as a discount for veterans (25% Discount). *
Johnston Tate Wealth Advisory Group Franchise Information:
EMPOWERING INDIVIDUALS AND BUSINESSES WITH THE RESOURCES TO ESTABLISH THEIR OWN INDUSTRY LEADING WEALTH MANAGEMENT FIRM.
Johnston Tate Wealth Advisory Group enables successful professionals with exceptional relationships and no prior investment experience to establish industry leading Wealth Management franchises and generate rapid returns on capital. Capture your opportunity by leveraging our brand and expertise. Whether you are interested in launching a new career path or elevating an existing business, a conversation with JTWAG is vital.
Unparalleled Business Model
Our goal is to help you generate positive cash flow sooner than most other franchises with minimal overhead costs.
- Maintain your current career & monetize your existing relationships
- Minimal operating capital and equipment needed
- Operate from existing business or home, on your own time – itʼs up to you
- No additional staff or employees required – itʼs up to you
- Guaranteed buy-back of your practice – itʼs up to you
Comprehensive Support
Our exceptional and unique support model allows our franchisees to focus on client
acquisition and retention while the Johnston Tate Support Center handles all other aspects
involved in helping your clients achieve their most important life and financial goals.
- Comprehensive investment management education and training program
- Complete operational support
- Industry leading technology used to develop state-of-the-art portfolio design and trading
- Total access to Johnston Tate team - portfolio managers, traders, back office staff, compliance officers
Academically Disciplined Investment Approach
Delivering lower expenses, limiting risk and enhancing performance through
Nobel Prize winning research and strategies.
- Investment model based on the science of capital markets with decades of research
- No commissions, low cost and tax efficient
- Access to exclusive funds not directly available to individual investors
- Sophisticated risk profiling analysis
The next 20 years will see the largest transfer of assets in our countries history. The majority of investors feel they are being underserved in their current financial advisory relationship. With JTWAG you can seize the opportunity and help change the way the world invests.
Please note this franchise is currently not accepting inquiries from CA, HI, IL, IN, MD, MI, MN, NY, ND, OR, RI, SD, VA, WA, or WI. Interested parties should have at least $40K to invest.Availability
Johnston Tate Wealth Advisory Group is currently accepting inquiries from the following states:
Alaska, Alabama, Arkansas, Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Maine, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, West Virginia, Wyoming
Interested parties should have at least $45,000 in liquid capital to invest.
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