Evolv Family Wealth

Who We Work With

Embracing the Personal CFO Platform with Evolv is the key to unlocking enhanced capabilities and new opportunities without sacrificing more of your valuable time.

We collaborate with advisors contemplating a change from their current firm, whether it’s breaking away from a wirehouse, leaving a bank or RIA, or creating a sustainable succession plan. By adopting the Personal CFO model, we’ll help you make the most of the time you spend with clients and capture a greater (or the entirety) of their financial wallet share.

MAKING THE SWITCH
Top 3 Reasons

Advisors are Leaving Their Current Firms

Banks, Wirehouses, & Captive Firms are Too Restrictive

Their default answer is no. This limits the advice, and therefore value you can deliver to your clients, not to mention your ability to build wealth for yourself. Evolv is an RIA focused on freedom and flexibility, creating solutions clients want and need and assisting advisors in building real wealth for
themselves.

Bureaucracy & Red Tape Create Constant Frustration

The vast amount of time wasted on paperwork and compliance prevents you from focusing on your clients. Evolv’s goal is to make you as efficient as possible with less paperwork and fewer roadblocks, resulting in happier advisors and happier clients.

Compensation
Frustration

You may find yourself asking, what am I really gaining from the 50-60% of revenue I give up? As I generate higher levels of revenue, this structure benefits the firm more than it does me; not to mention the compensation structure changes regularly and can be confusing.
At Evolv, we’re all about transparency of income and helping our advisors increase profitability as their business grows.

MAKING THE SWITCH
Top 3 Reasons

Advisors are Leaving Their Current Firms

Banks, Wirehouses, & Captive Firms are Too Restrictive

Their default answer is no. This limits the advice, and therefore value you can deliver to your clients, not to mention your ability to build wealth for yourself. Evolv is an RIA focused on freedom and flexibility, creating solutions clients want and need and assisting advisors in building real wealth for
themselves.

Bureaucracy & Red Tape Create Constant Frustration

The vast amount of time wasted on paperwork and compliance prevents you from focusing on your clients. Evolv’s goal is to make you as efficient as possible with less paperwork and fewer roadblocks, resulting in happier advisors and happier clients.

Compensation
Frustration

You may find yourself asking, what am I really gaining from the 50-60% of revenue I give up? As I generate higher levels of revenue, this structure benefits the firm more than it does me; not to mention the compensation structure changes regularly and can be confusing. At Evolv, we’re all about transparency of income and helping our advisors increase profitability as their business grows.

Become a Personal CFO

Evolv Beyond Investments & Insurance

If you’re looking for more capabilities and opportunities, without having to sacrifice more of your time, it’s time to Evolv your practice. We’ll help you monetize all your time spent with clients and gain more (or all) of their wallet share. Our solutions are independent and objective to avoid conflicts of interest present with the manufacturer and distributor models at the big banks and captives.

Become a truly holistic advisor by delivering Evolv’s Personal CFO solution.

Offer your clients family-office style solutions built for scale.

You are the single point of contact for all aspects of the client’s financial picture.

The Evolv Difference

As an Evolv partner, you’ll enjoy higher-than-normal splits on all revenue streams, with most at a generous 80%. Plus, with our commitment to transparency, you’ll always know exactly how and what you’re getting paid. Don’t miss out on this chance to join the Evolv team and take your financial advising career to the next level!

Evolv Family Wealth Icon
Personal CFO Revenue Streams:
0 +
  • Investment Management Fees
  • Financial Planning Fees
  • Monthly Retainer Fees
  • Business Consulting Fees
  • Real Estate Commissions
  • Group Benefit Fees & Commissions
  • -401k, Health Plans, Executive Comp.
  • Insurance Commissions
  • - Personal lines (home, auto, etc.)
  • -Commercial lines (GL, worker's comp, etc.)
  • - Life, Health, Disability, & Medicare
Typical Advisor Revenue Streams:
0
  • Investment Management Fees
  • Insurance Commissions

True Wealth Building

As an Independent Advisor you have control of your income and the value of your business. At Evolv, we’ll help you use those assets to create real wealth for yourself.

Ready to Evolv Your Practice?

Wirehouse Problem: Most firms pay the advisor 35-50% of the revenue the advisor generates.

Evolv Family WealthEvolv Solution: You keep 50-80% of the revenue you generate, with most at 80%.
Wirehouse Problem: Sales quotas, products to push, and confusing grids with annual changes.

Evolv Family WealthEvolv Solution: You’ll see the revenue you produce, and know the exact amount you get paid for every business line.
Wirehouse Problem: Most firms prevent the advisor from purchasing commercial real estate, purchasing other advisor books, from having control of their P&L, and from being tax efficient with their income.

Evolv Family WealthEvolv Solution: We encourage all of the above and will work alongside you in executing; providing expertise in search, negotiation, structure, financing, and transition.
Wirehouse Problem: Most firms require the advisor to sell and transition their business to a junior advisor at retirement. This internal sale removes competition and limits the revenue multiple you can achieve.

Evolv Family WealthEvolv Solution: The platform and your business are designed to generate the highest potential revenue multiple on the open market, resulting in a bigger win at retirement.
Wirehouse Problem: Most firms pay their advisors via W2 for both annual income and the retirement buy-out. Every dollar is subject to ordinary income tax rates and the annual maximums for Social Security and Medicare taxes.

Evolv Family Wealth Evolv Solution: Your income is paid as a 1099, opening the door to many tax-reduction strategies. When you sell your business in the future, the income will be structured as long- term capital gain which results in a much lower tax rate; and more money in your pocket.

Take charge of your financial advising career by becoming a Personal CFO.

Schedule your discovery call with Evolv Family Wealth today and explore the advantages of personalized strategies, expert support, and unparalleled growth opportunities.