Jason Gentile, Director of Financial Planning, Apella Capital met with Julie Cooling, Founder & CEO RIA Channel, to discuss the firm’s biggest growth channels.
Apella Capital, an RIA affiliate for turnkey asset manager, Symmetry Partners, launched about four years ago to better serve individual investors. With roughly $700 million in assets under management, the comprehensive wealth firm offers a variety of financial and retirement planning services.
While the comprehensive model fuels a lot of organic growth, Gentile says Apella is also in “acquisition mode for other like-minded firms.” The biggest consideration for advisory firms looking to join, is culture and similar investment structure.