Opportunities for Seasoned Advisors

Zeller Kern is a well-established, independent, credentialed, fee-for-service wealth advisement firm, with an excellent reputation. We are a firm that is client-centric, with a wide variety of planning capabilities and investment management. We provide support, encouragement, and the culture, to expand your knowledge, skills, and experience, as you build your business.

When it comes to partnering with other advisor professionals, we are committed to partnering with established and seasoned advisors who are interested in off-loading their management burdens, simplifying their daily operations and schedule, and want to plan a successful exit of their business.

We offer many benefits to a potential partner such as:

A robust and centralized investment platform that includes traditional strategic allocation portfolios, as well as tactical portfolios that offer attractive upside performance and provides downside protection.

State of the art technology and client service platforms.

An excellent healthy culture that is value driven and close with our clientele.

Support for servicing your clients that is backed by our highly capable and experienced operational staff.

Planning services that are unique to the profession giving you great differentiation and positioning in the marketplace to grow your business.

A competitive, balanced, and tax-efficient deal structure that provides liquidity at closing, along with guaranteed payment structures, and incentive structures that allow you to benefit from company growth.

A retirement exit strategy that offers a guaranteed liquidity event.

If you are a seasoned advisor that is looking for an established, very competent, professional, and proactive firm to merge with or join for an eventual exit, we would enjoy and appreciate the opportunity to have a discussion with you and explore the possibilities.

Currently, we are looking for advisors with an established book of business between $30MM - $80MM AUM, and is predominantly fee or completely fee structured.