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Freedom To Serve Complex Client Needs As An Independent RIA

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"Freedom To Serve Complex Client Needs As An Independent RIA"

Freedom. Jason Fertitta knew he needed to quit the big banks when he realized that being an advisor at an independent RIA firm was the key to serving the unique needs of high-net-worth clients. Read Jason’s story of co-founding Americana Partners and gaining nearly $1 billion in assets since 2019 to see how making the switch could pay off for you. TRG (0323-3SS7)

Jason Fertitta may have Houston roots, but he had 19 years of Wall Street experience before starting his own independent RIA firm. In that time, he learned that his bank’s one-size-fits-all approaches to advisory were actually limiting to his big dreams. So, he and a small team decided to leave one of the nation’s largest banks in 2019 to start their own independent RIA firm, Americana Partners. 

The move couldn’t have paid off any better. Their newfound freedom to focus solely on the unique needs of his high-net-worth clients meant they could build their practice free of corporate agendas and proprietary products. Today, they’ve gained nearly $1 billion in new assets and  are confident they’ll keep growing.

To read Jason’s take on why independence could be your Texas-sized opportunity, download this case study.

Offered Free by: Schwab Advisor Services
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