Franchises > Johnston Tate Wealth Advisory Group Franchise Review
Johnston Tate Wealth Advisory Group Franchise Opportunity
If you have a passion for investments, the financial markets and
sincerely care about helping others to fulfill their ambitions and
achieve their most important financial dreams, then owning a Johnston
Tate Wealth Advisory Group (JTWAG) franchise may be right for you.
environment today is widespread with opportunity for Wealth Advisors
who wish to serve affluent clients better. Not only is the affluent
market large and growing larger, it's clear that a large majority of
wealthy individuals are being underserved if not abused in their
current financial advisory relationship. An estimated $30
trillion is changing hands over the next 20 years.
Within the next 5 years alone there's an expected $5 trillion (yes – trillion)
more in investable assets coming to market, resulting in $35
billion of new revenue opportunities for financial
advisors – there has never been a better time. Your opportunity is
is a premier investment management and retirement planning firm. We
franchised our brand, research, technology and investment training
program, so successful professionals with exceptional relationships and
no prior investment experience can proficiently manage their own Wealth
Advisory franchise. If you are a successful professional (CPA,
insurance professional, broker, realtor, sales, etc.) with exceptional
relationships, you have achieved proven success in your career,
cultivated relationships along the way and now have an established
network. That ability to cultivate relationships transcends industries.
offers a unique approach to the Wealth Advisory business. In addition
to a team of in-house professionals with wealth management and tax
expertise, you will have the support of a team of portfolio managers,
back office staff, traders and compliance officers. The JTWAG team is
dedicated to supporting you with a comprehensive training curriculum,
continual mentoring, an array of financial tools and technology.
Franchising through JTWAG will enable you to grow a lucrative practice
of wealth management clientele. Ensuring your Wealth Advisory practice
is successful is our primary focus.
- Franchise Fee – $45,000
- Total Investment – $53,350
- Minimum Net Worth – $100,000
- Royalties – varies
- Advertising Fee – None
- Average Number of Employees – 1
- Work from home, a small office or your current business
This franchise is not currently accepting inquiries.