Finetooth Consulting works side by side with Financial Advisors as we represent their interests in all of our service offerings. We have successfully managed the transition of $183,950,000 in Commission & Advisory Revenue. We are proud of the fact that we have grown exclusively by way of referral. This is a testament to our service and value, which every client receives.
Typically, our past clients have provided at least one new referral to our firm within 60 days of working with us.
In order to become a client of Finetooth Consulting, an advisor must meet the following minimum requirements:
- Minimum of $250,000 in GDC/Advisory Revenue
- Documented verification of production
- Clean criminal, credit and CRD background
- If something is on the criminal, credit or CRD background, client must provide detailed written explanations for each item
- Agree to our contract terms and project timeline
Elite Advisor Program
This group is made up of carefully screened independent financial advisors who embody the principles of providing ethical investment advice to their clients. There is a minimum production requirement of $750,000 for this group.