Uptick Partners was recently featured on WealthManagement.com and a summary of the article appears below. To read the full article, visit article.
Uptick Partners, established by ex-Edward Jones advisors, is aiding advisors from captive broker-dealers in transitioning to independence. The team, including Steve Barber, Jason Barber, and Taylor Pankratz, leveraged their own breakaway experience to guide others seamlessly through the process. Uptick offers transition assistance, operational support, and technology solutions, enabling advisors to retain 100% ownership of their book of business with a 95% payout. The platform, unique in being practitioner-led, aims to assist advisors, like Jonathan Dvorak, in making successful transitions while focusing on small-town advisors not aligned with the Broker Protocol. Utilizing Pershing as the main custodian, Uptick’s hands-on approach, including in-person document signing capabilities, ensures a smooth and personalized transition experience for advisors and clients alike.